Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Moderate vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Moderate
Tulsian - PMS
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.38%
2.21%
6 Months
−0.96%
21.04%
1 Year
13.47%
21.34%
3 Years
—
19.08%
5 Years
—
23.67%
Since Inception
13.04%
—
Fund Age
4 yrs 1 mo
6 yrs 4 mo
AUM
₹8.03 Cr
₹364.08 Cr
Alpha – 1 Year
6.76%
21.69%
Alpha – 3 Years
—
10.08%
Information Ratio – 3 Years
0.20
0.52
Volatility – 1 Year
13.65%
32.28%
Volatility – 3 Years
9.67%
28.08%
Beta – 1 Year
1.23
1.47
Beta – 3 Years
1.06
1.60
Sharpe Ratio – 1 Year
0.60
0.58
Sharpe Ratio – 3 Years
0.77
0.57
Worst Rolling Year
11.57%
15.61%
Value at Worst Rolling Year
₹1.12 Cr
₹1.16 Cr
Deepest Drawdown
−12.95%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.65%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%