Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Conservative vs Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Conservative
Ksema - Future Frontier Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.76%
3.35%
6 Months
−3.76%
27.55%
1 Year
22.86%
—
3 Years
—
—
5 Years
—
—
Since Inception
13.01%
23.98%
Fund Age
4 yrs 1 mo
7 mo
AUM
₹1.16 Cr
₹3.83 Cr
Alpha – 1 Year
16.15%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
0.30
—
Volatility – 1 Year
15.51%
—
Volatility – 3 Years
9.32%
—
Beta – 1 Year
0.62
—
Beta – 3 Years
0.45
—
Sharpe Ratio – 1 Year
1.06
—
Sharpe Ratio – 3 Years
0.93
—
Worst Rolling Year
9.06%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−13.67%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.57%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 18% · M 24% · S 55%
Number of Stocks
—
32
Portfolio P/E
—
49.25
Top 5 Holdings
HDFC Flexi Cap Fund - Direct (G) · 15.10%
Kotak Flexi Cap Fund - Direct (G) · 13.59%
HDFC Ultra Short to Short Term Fund - Direct (G) · 11.63%
ICICI Pru Ultra Short to Short Term Fund - Direct (G) · 7.75%
Kotak Active Momentum Fund - Direct (G) · 7.39%
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Top Sectors
—
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%