Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Conservative vs Wave - Pure Alpha
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Conservative
Wave - Pure Alpha
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%
−0.38%
6 Months
−3.76%
6.45%
1 Year
22.86%
9.69%
3 Years
—
—
5 Years
—
—
Since Inception
13.01%
13.06%
Fund Age
4 yrs 1 mo
2 yrs 5 mo
AUM
₹1.16 Cr
₹23.84 Cr
Alpha – 1 Year
16.15%
4.97%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
0.30
—
Volatility – 1 Year
15.51%
20.03%
Volatility – 3 Years
9.32%
—
Beta – 1 Year
0.62
1.04
Beta – 3 Years
0.45
—
Sharpe Ratio – 1 Year
1.06
0.29
Sharpe Ratio – 3 Years
0.93
—
Worst Rolling Year
9.06%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−13.67%
−13.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.57%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
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%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%