Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
2.41%
6 Months
5.61%
2.04%
1 Year
10.19%
13.04%
3 Years
9.70%
15.74%
5 Years
7.80%
14.15%
Since Inception
13.10%
15.13%
Fund Age
14 yrs 11 mo
14 yrs 1 mo
AUM
₹88.88 Cr
₹850.7 Cr
Alpha – 1 Year
10.54%
13.39%
Alpha – 3 Years
0.70%
6.74%
Information Ratio – 3 Years
0.00
1.02
Volatility – 1 Year
15.04%
18.01%
Volatility – 3 Years
14.30%
15.42%
Beta – 1 Year
0.87
1.04
Beta – 3 Years
0.96
0.99
Sharpe Ratio – 1 Year
0.37
0.48
Sharpe Ratio – 3 Years
0.35
0.76
Worst Rolling Year
4.17%
-19.06%
Value at Worst Rolling Year
₹1.04 Cr
₹0.81 Cr
Deepest Drawdown
−20.16%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
13.53%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 86% · M 13% · S 0%
L 53% · M 28% · S 13%
Number of Stocks
37
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Portfolio P/E
—
—
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
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
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%