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Abans Growth and Momentum vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
2.41%
6 Months
7.53%
2.04%
1 Year
10.69%
13.04%
3 Years
9.96%
15.74%
5 Years
10.97%
14.15%
Since Inception
20.53%
15.13%
Fund Age
14 yrs 7 mo
14 yrs 1 mo
AUM
₹132.39 Cr
₹850.7 Cr
Alpha – 1 Year
5.97%
13.39%
Alpha – 3 Years
−2.13%
6.74%
Information Ratio – 3 Years
-0.28
1.02
Volatility – 1 Year
20.88%
18.01%
Volatility – 3 Years
19.08%
15.42%
Beta – 1 Year
1.15
1.04
Beta – 3 Years
1.12
0.99
Sharpe Ratio – 1 Year
0.34
0.48
Sharpe Ratio – 3 Years
0.32
0.76
Worst Rolling Year
-4.87%
-19.06%
Value at Worst Rolling Year
₹0.95 Cr
₹0.81 Cr
Deepest Drawdown
−22.42%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
96.43%
83.40%
Median Rolling Year
20.05%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 47% · M 22% · S 18%
L 53% · M 28% · S 13%
Number of Stocks
23
—
Portfolio P/E
60.38
—
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%