Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Conservative vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Conservative
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.76%
3.74%
6 Months
−3.76%
1.17%
1 Year
22.86%
15.87%
3 Years
—
19.02%
5 Years
—
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Since Inception
13.01%
16.58%
Fund Age
4 yrs 1 mo
4 yrs 5 mo
AUM
₹1.16 Cr
₹72.15 Cr
Alpha – 1 Year
16.15%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
0.30
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Volatility – 1 Year
15.51%
18.13%
Volatility – 3 Years
9.32%
18.07%
Beta – 1 Year
0.62
1.41
Beta – 3 Years
0.45
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Sharpe Ratio – 1 Year
1.06
0.61
Sharpe Ratio – 3 Years
0.93
0.77
Worst Rolling Year
9.06%
15.14%
Value at Worst Rolling Year
₹1.09 Cr
₹1.15 Cr
Deepest Drawdown
−13.67%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.57%
21.99%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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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%
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Top Sectors
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Fixed Fee
2.00% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%