Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Moderate vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Moderate
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.38%
3.11%
6 Months
−0.96%
4.12%
1 Year
13.47%
−0.25%
3 Years
—
10.95%
5 Years
—
10.56%
Since Inception
13.04%
10.62%
Fund Age
4 yrs 1 mo
13 yrs 8 mo
AUM
₹8.03 Cr
₹41.22 Cr
Alpha – 1 Year
6.76%
0.18%
Alpha – 3 Years
—
2.39%
Information Ratio – 3 Years
0.20
0.52
Volatility – 1 Year
13.65%
20.61%
Volatility – 3 Years
9.67%
17.57%
Beta – 1 Year
1.23
1.24
Beta – 3 Years
1.06
1.19
Sharpe Ratio – 1 Year
0.60
-0.18
Sharpe Ratio – 3 Years
0.77
0.46
Worst Rolling Year
11.57%
-10.52%
Value at Worst Rolling Year
₹1.12 Cr
₹0.89 Cr
Deepest Drawdown
−12.95%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
13.65%
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
—
L 70% · M 29%
Number of Stocks
—
25
Portfolio P/E
—
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
—
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / 0%