Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.96%
1.80%
6 Months
−0.83%
2.80%
1 Year
14.95%
4.89%
3 Years
—
12.23%
5 Years
—
10.64%
Since Inception
15.45%
8.93%
Fund Age
4 yrs 1 mo
12 yrs
AUM
₹67.74 Cr
₹134.76 Cr
Alpha – 1 Year
8.24%
−1.08%
Alpha – 3 Years
—
1.34%
Information Ratio – 3 Years
0.30
0.07
Volatility – 1 Year
16.48%
10.79%
Volatility – 3 Years
12.47%
9.62%
Beta – 1 Year
1.58
1.04
Beta – 3 Years
1.45
1.10
Sharpe Ratio – 1 Year
0.60
-0.01
Sharpe Ratio – 3 Years
0.77
0.69
Worst Rolling Year
13.91%
0.05%
Value at Worst Rolling Year
₹1.14 Cr
₹1.00 Cr
Deepest Drawdown
−14.92%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
16.42%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / – / –