Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
4.94%
6 Months
−0.83%
11.49%
1 Year
14.95%
3.89%
3 Years
—
8.19%
5 Years
—
11.02%
Since Inception
15.45%
10.97%
Fund Age
4 yrs 1 mo
13 yrs 8 mo
AUM
₹67.74 Cr
₹360.51 Cr
Alpha – 1 Year
8.24%
0.91%
Alpha – 3 Years
—
−3.69%
Information Ratio – 3 Years
0.30
-0.18
Volatility – 1 Year
16.48%
23.04%
Volatility – 3 Years
12.47%
19.34%
Beta – 1 Year
1.58
1.26
Beta – 3 Years
1.45
1.17
Sharpe Ratio – 1 Year
0.60
0.04
Sharpe Ratio – 3 Years
0.77
0.30
Worst Rolling Year
13.91%
-8.10%
Value at Worst Rolling Year
₹1.14 Cr
₹0.92 Cr
Deepest Drawdown
−14.92%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
16.42%
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 28% · S 33%
Number of Stocks
—
29
Portfolio P/E
—
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
—
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / 0%