Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Moderate vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Moderate
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
1.38%
−0.11%
6 Months
−0.96%
2.89%
1 Year
13.47%
7.86%
3 Years
—
10.62%
5 Years
—
10.19%
Since Inception
13.04%
9.46%
Fund Age
4 yrs 1 mo
5 yrs 7 mo
AUM
₹8.03 Cr
₹158.06 Cr
Alpha – 1 Year
6.76%
−1.70%
Alpha – 3 Years
—
0.86%
Information Ratio – 3 Years
0.20
0.37
Volatility – 1 Year
13.65%
1.80%
Volatility – 3 Years
9.67%
3.43%
Beta – 1 Year
1.23
0.81
Beta – 3 Years
1.06
0.63
Sharpe Ratio – 1 Year
0.60
1.30
Sharpe Ratio – 3 Years
0.77
1.53
Worst Rolling Year
11.57%
8.14%
Value at Worst Rolling Year
₹1.12 Cr
₹1.08 Cr
Deepest Drawdown
−12.95%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.65%
11.61%
5-Year Rolling Windows Positive
—
100.00%
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%
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Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%