Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Moderate vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Moderate
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.38%
0.47%
6 Months
−0.96%
0.32%
1 Year
13.47%
1.03%
3 Years
—
14.82%
5 Years
—
11.82%
Since Inception
13.04%
13.07%
Fund Age
4 yrs 1 mo
5 yrs 2 mo
AUM
₹8.03 Cr
₹56.08 Cr
Alpha – 1 Year
6.76%
−1.95%
Alpha – 3 Years
—
2.94%
Information Ratio – 3 Years
0.20
0.18
Volatility – 1 Year
13.65%
13.89%
Volatility – 3 Years
9.67%
18.35%
Beta – 1 Year
1.23
0.75
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
0.60
-0.25
Sharpe Ratio – 3 Years
0.77
0.55
Worst Rolling Year
11.57%
12.65%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−12.95%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.65%
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 29% · S 24%
Number of Stocks
—
37
Portfolio P/E
—
29.42
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%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
—
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%