Compare Schemes

Kotak Pioneer Model Strategy Moderate vs Square 64 - Multicap

Kotak Pioneer Model Strategy Moderate

Square 64 - Multicap

Add Scheme

Growth of ₹1 Crore

Kotak Pioneer Model Strategy Moderate

Square 64 - Multicap

Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 6.7%

Kotak Pioneer Model Strategy Moderate

13.5% • vol 13.7%

Square 64 - Multicap

14.4% • vol 30.6%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

1.38%

5.13%

6 Months

−0.96%

29.29%

1 Year

13.47%

14.37%

3 Years

—

5 Years

—

Since Inception

13.04%

7.27%

Fund Age

4 yrs 1 mo

1 yr 10 mo

AUM

₹8.03 Cr

₹108.4 Cr

Alpha – 1 Year

6.76%

9.65%

Alpha – 3 Years

—

Information Ratio – 3 Years

0.20

—

Volatility – 1 Year

13.65%

30.58%

Volatility – 3 Years

9.67%

—

Beta – 1 Year

1.23

1.41

Beta – 3 Years

1.06

—

Sharpe Ratio – 1 Year

0.60

0.40

Sharpe Ratio – 3 Years

0.77

—

Worst Rolling Year

11.57%

—

Value at Worst Rolling Year

₹1.12 Cr

—

Deepest Drawdown

−12.95%

−25.30%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

13.65%

—

5-Year Rolling Windows Positive

—

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%

—

Top Sectors

—

Fixed Fee

2.00% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

1% / – / –

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.