Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
Sundaram Alternate - SELF
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
7.67%
6 Months
−0.83%
27.70%
1 Year
14.95%
47.52%
3 Years
—
23.98%
5 Years
—
15.87%
Since Inception
15.45%
18.55%
Fund Age
4 yrs 1 mo
16 yrs 2 mo
AUM
₹67.74 Cr
₹1,022.92 Cr
Alpha – 1 Year
8.24%
42.80%
Alpha – 3 Years
—
11.89%
Information Ratio – 3 Years
0.30
1.12
Volatility – 1 Year
16.48%
28.29%
Volatility – 3 Years
12.47%
20.76%
Beta – 1 Year
1.58
1.36
Beta – 3 Years
1.45
1.07
Sharpe Ratio – 1 Year
0.60
1.33
Sharpe Ratio – 3 Years
0.77
0.99
Worst Rolling Year
13.91%
-4.58%
Value at Worst Rolling Year
₹1.14 Cr
₹0.95 Cr
Deepest Drawdown
−14.92%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
16.42%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
—
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%