Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Moderate vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Moderate
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.38%
2.64%
6 Months
−0.96%
5.29%
1 Year
13.47%
2.64%
3 Years
—
8.64%
5 Years
—
—
Since Inception
13.04%
12.31%
Fund Age
4 yrs 1 mo
3 yrs 11 mo
AUM
₹8.03 Cr
₹56.94 Cr
Alpha – 1 Year
6.76%
−2.08%
Alpha – 3 Years
—
−3.45%
Information Ratio – 3 Years
0.20
-0.33
Volatility – 1 Year
13.65%
19.56%
Volatility – 3 Years
9.67%
17.76%
Beta – 1 Year
1.23
1.08
Beta – 3 Years
1.06
1.07
Sharpe Ratio – 1 Year
0.60
-0.05
Sharpe Ratio – 3 Years
0.77
0.31
Worst Rolling Year
11.57%
8.64%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−12.95%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.65%
14.83%
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
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Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%