Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
Xylem Maverick Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 6.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.96%
9.42%
6 Months
−0.83%
52.78%
1 Year
14.95%
27.27%
3 Years
—
—
5 Years
—
—
Since Inception
15.45%
23.72%
Fund Age
4 yrs 1 mo
19 mo
AUM
₹67.74 Cr
₹71.55 Cr
Alpha – 1 Year
8.24%
22.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
0.30
—
Volatility – 1 Year
16.48%
31.93%
Volatility – 3 Years
12.47%
—
Beta – 1 Year
1.58
1.29
Beta – 3 Years
1.45
—
Sharpe Ratio – 1 Year
0.60
0.74
Sharpe Ratio – 3 Years
0.77
—
Worst Rolling Year
13.91%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−14.92%
−27.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.42%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%