Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Moderate vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Moderate
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.38%
4.17%
6 Months
−0.96%
19.62%
1 Year
13.47%
12.19%
3 Years
—
23.51%
5 Years
—
13.96%
Since Inception
13.04%
23.13%
Fund Age
4 yrs 1 mo
6 yrs 7 mo
AUM
₹8.03 Cr
₹2,332.81 Cr
Alpha – 1 Year
6.76%
9.21%
Alpha – 3 Years
—
11.63%
Information Ratio – 3 Years
0.20
0.83
Volatility – 1 Year
13.65%
26.11%
Volatility – 3 Years
9.67%
21.82%
Beta – 1 Year
1.23
1.32
Beta – 3 Years
1.06
1.14
Sharpe Ratio – 1 Year
0.60
0.33
Sharpe Ratio – 3 Years
0.77
0.83
Worst Rolling Year
11.57%
12.50%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−12.95%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.65%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 14% · M 33% · S 52%
Number of Stocks
—
33
Portfolio P/E
—
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%