Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.96%
10.15%
6 Months
−0.83%
31.39%
1 Year
14.95%
26.01%
3 Years
—
19.28%
5 Years
—
23.67%
Since Inception
15.45%
28.23%
Fund Age
4 yrs 1 mo
5 yrs 4 mo
AUM
₹67.74 Cr
₹483.07 Cr
Alpha – 1 Year
8.24%
21.29%
Alpha – 3 Years
—
7.19%
Information Ratio – 3 Years
0.30
0.38
Volatility – 1 Year
16.48%
27.77%
Volatility – 3 Years
12.47%
26.19%
Beta – 1 Year
1.58
1.29
Beta – 3 Years
1.45
1.20
Sharpe Ratio – 1 Year
0.60
0.78
Sharpe Ratio – 3 Years
0.77
0.61
Worst Rolling Year
13.91%
19.29%
Value at Worst Rolling Year
₹1.14 Cr
₹1.19 Cr
Deepest Drawdown
−14.92%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.42%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
—
62.66
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
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%