Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Moderate vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Moderate
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 6.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.38%
6.23%
6 Months
−0.96%
22.18%
1 Year
13.47%
12.29%
3 Years
—
6.28%
5 Years
—
—
Since Inception
13.04%
6.20%
Fund Age
4 yrs 1 mo
3 yrs 4 mo
AUM
₹8.03 Cr
₹5.13 Cr
Alpha – 1 Year
6.76%
12.64%
Alpha – 3 Years
—
−2.71%
Information Ratio – 3 Years
0.20
—
Volatility – 1 Year
13.65%
22.31%
Volatility – 3 Years
9.67%
—
Beta – 1 Year
1.23
0.71
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.60
0.38
Sharpe Ratio – 3 Years
0.77
—
Worst Rolling Year
11.57%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−12.95%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.65%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
25
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%
Welspun Corp Ltd · 3.87%
Acutaas Chemicals Ltd · 3.87%
Lloyds Engineering Works Ltd · 3.87%
Black Box Ltd · 3.87%
Bajaj Consumer Care Ltd · 3.87%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%