Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
Right Horizons - Supervalue Aggressive
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
2.93%
6 Months
−0.83%
19.55%
1 Year
14.95%
11.69%
3 Years
—
15.46%
5 Years
—
—
Since Inception
15.45%
23.05%
Fund Age
4 yrs 1 mo
3 yrs 4 mo
AUM
₹67.74 Cr
₹95.08 Cr
Alpha – 1 Year
8.24%
8.71%
Alpha – 3 Years
—
3.58%
Information Ratio – 3 Years
0.30
0.52
Volatility – 1 Year
16.48%
27.25%
Volatility – 3 Years
12.47%
23.29%
Beta – 1 Year
1.58
1.44
Beta – 3 Years
1.45
1.22
Sharpe Ratio – 1 Year
0.60
0.33
Sharpe Ratio – 3 Years
0.77
0.66
Worst Rolling Year
13.91%
15.47%
Value at Worst Rolling Year
₹1.14 Cr
₹1.15 Cr
Deepest Drawdown
−14.92%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.42%
17.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
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Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%