Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
−1.73%
6 Months
−0.83%
6.62%
1 Year
14.95%
3.66%
3 Years
—
7.96%
5 Years
—
—
Since Inception
15.45%
12.37%
Fund Age
4 yrs 1 mo
4 yrs 2 mo
AUM
₹67.74 Cr
₹134.62 Cr
Alpha – 1 Year
8.24%
0.68%
Alpha – 3 Years
—
−3.93%
Information Ratio – 3 Years
0.30
-0.10
Volatility – 1 Year
16.48%
21.69%
Volatility – 3 Years
12.47%
21.88%
Beta – 1 Year
1.58
1.14
Beta – 3 Years
1.45
1.11
Sharpe Ratio – 1 Year
0.60
0.02
Sharpe Ratio – 3 Years
0.77
0.21
Worst Rolling Year
13.91%
7.96%
Value at Worst Rolling Year
₹1.14 Cr
₹1.08 Cr
Deepest Drawdown
−14.92%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.42%
15.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
—
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%
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Top Sectors
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Fixed Fee
2.00% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%