Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.96%
2.31%
6 Months
−0.83%
2.53%
1 Year
14.95%
6.47%
3 Years
—
7.48%
5 Years
—
—
Since Inception
15.45%
8.12%
Fund Age
4 yrs 1 mo
3 yrs 3 mo
AUM
₹67.74 Cr
₹32.76 Cr
Alpha – 1 Year
8.24%
−0.39%
Alpha – 3 Years
—
−3.56%
Information Ratio – 3 Years
0.30
-0.35
Volatility – 1 Year
16.48%
5.60%
Volatility – 3 Years
12.47%
5.15%
Beta – 1 Year
1.58
0.43
Beta – 3 Years
1.45
0.49
Sharpe Ratio – 1 Year
0.60
0.22
Sharpe Ratio – 3 Years
0.77
0.41
Worst Rolling Year
13.91%
6.82%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−14.92%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.42%
7.67%
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%
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Top Sectors
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Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%