Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
Profusion Multi Strategy PMS
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
15%
20%
Nifty 500 · 6.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.96%
0.32%
6 Months
−0.83%
4.47%
1 Year
14.95%
−9.70%
3 Years
—
—
5 Years
—
—
Since Inception
15.45%
13.40%
Fund Age
4 yrs 1 mo
2 yrs 8 mo
AUM
₹67.74 Cr
₹11.72 Cr
Alpha – 1 Year
8.24%
−4.20%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
0.30
—
Volatility – 1 Year
16.48%
9.16%
Volatility – 3 Years
12.47%
—
Beta – 1 Year
1.58
0.51
Beta – 3 Years
1.45
—
Sharpe Ratio – 1 Year
0.60
-1.67
Sharpe Ratio – 3 Years
0.77
—
Worst Rolling Year
13.91%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−14.92%
−14.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.42%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 17% · M 21% · S 9%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
—
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%