Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
1.73%
6 Months
−0.83%
7.38%
1 Year
14.95%
6.08%
3 Years
—
8.22%
5 Years
—
7.99%
Since Inception
15.45%
12.63%
Fund Age
4 yrs 1 mo
9 yrs 9 mo
AUM
₹67.74 Cr
₹145.75 Cr
Alpha – 1 Year
8.24%
1.36%
Alpha – 3 Years
—
−3.87%
Information Ratio – 3 Years
0.30
-0.60
Volatility – 1 Year
16.48%
20.08%
Volatility – 3 Years
12.47%
16.27%
Beta – 1 Year
1.58
1.12
Beta – 3 Years
1.45
1.00
Sharpe Ratio – 1 Year
0.60
0.13
Sharpe Ratio – 3 Years
0.77
0.24
Worst Rolling Year
13.91%
-1.76%
Value at Worst Rolling Year
₹1.14 Cr
₹0.98 Cr
Deepest Drawdown
−14.92%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
16.42%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
—
25
Portfolio P/E
—
—
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%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%