Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Moderate vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Moderate
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.38%
3.10%
6 Months
−0.96%
24.70%
1 Year
13.47%
21.80%
3 Years
—
16.46%
5 Years
—
12.29%
Since Inception
13.04%
17.31%
Fund Age
4 yrs 1 mo
7 yrs 2 mo
AUM
₹8.03 Cr
₹328.39 Cr
Alpha – 1 Year
6.76%
22.15%
Alpha – 3 Years
—
7.46%
Information Ratio – 3 Years
0.20
1.55
Volatility – 1 Year
13.65%
22.56%
Volatility – 3 Years
9.67%
18.01%
Beta – 1 Year
1.23
1.10
Beta – 3 Years
1.06
0.98
Sharpe Ratio – 1 Year
0.60
0.85
Sharpe Ratio – 3 Years
0.77
1.07
Worst Rolling Year
11.57%
7.49%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−12.95%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.65%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / 1%