Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
Wright Factor Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.96%
10.96%
6 Months
−0.83%
14.84%
1 Year
14.95%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
15.45%
20.33%
Fund Age
4 yrs 1 mo
3 yrs
AUM
₹67.74 Cr
₹214.05 Cr
Alpha – 1 Year
8.24%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
0.30
0.51
Volatility – 1 Year
16.48%
22.29%
Volatility – 3 Years
12.47%
21.03%
Beta – 1 Year
1.58
0.97
Beta – 3 Years
1.45
0.97
Sharpe Ratio – 1 Year
0.60
0.57
Sharpe Ratio – 3 Years
0.77
0.72
Worst Rolling Year
13.91%
18.92%
Value at Worst Rolling Year
₹1.14 Cr
₹1.19 Cr
Deepest Drawdown
−14.92%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.42%
19.26%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%