Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Conservative vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Conservative
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.76%
1.47%
6 Months
−3.76%
5.42%
1 Year
22.86%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
13.01%
11.08%
Fund Age
4 yrs 1 mo
9 yrs 11 mo
AUM
₹1.16 Cr
₹66.05 Cr
Alpha – 1 Year
16.15%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
0.30
0.51
Volatility – 1 Year
15.51%
17.05%
Volatility – 3 Years
9.32%
14.23%
Beta – 1 Year
0.62
1.05
Beta – 3 Years
0.45
1.00
Sharpe Ratio – 1 Year
1.06
0.31
Sharpe Ratio – 3 Years
0.93
0.40
Worst Rolling Year
9.06%
0.57%
Value at Worst Rolling Year
₹1.09 Cr
₹1.01 Cr
Deepest Drawdown
−13.67%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
14.57%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / – / –
—