Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
11.42%
6 Months
−0.83%
35.03%
1 Year
14.95%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
15.45%
19.33%
Fund Age
4 yrs 1 mo
6 yrs 10 mo
AUM
₹67.74 Cr
₹2,975 Cr
Alpha – 1 Year
8.24%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
0.30
5.24
Volatility – 1 Year
16.48%
18.59%
Volatility – 3 Years
12.47%
19.39%
Beta – 1 Year
1.58
1.23
Beta – 3 Years
1.45
1.12
Sharpe Ratio – 1 Year
0.60
1.44
Sharpe Ratio – 3 Years
0.77
0.98
Worst Rolling Year
13.91%
-6.18%
Value at Worst Rolling Year
₹1.14 Cr
₹0.94 Cr
Deepest Drawdown
−14.92%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
16.42%
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
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%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%