Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
−0.46%
6 Months
−0.83%
6.77%
1 Year
14.95%
7.38%
3 Years
—
9.03%
5 Years
—
—
Since Inception
15.45%
10.29%
Fund Age
4 yrs 1 mo
4 yrs 2 mo
AUM
₹67.74 Cr
₹9.69 Cr
Alpha – 1 Year
8.24%
7.73%
Alpha – 3 Years
—
0.04%
Information Ratio – 3 Years
0.30
0.09
Volatility – 1 Year
16.48%
17.08%
Volatility – 3 Years
12.47%
16.18%
Beta – 1 Year
1.58
0.95
Beta – 3 Years
1.45
1.08
Sharpe Ratio – 1 Year
0.60
0.20
Sharpe Ratio – 3 Years
0.77
0.33
Worst Rolling Year
13.91%
7.39%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−14.92%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.42%
9.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / – / –