Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
2.41%
6 Months
−4.71%
2.04%
1 Year
−3.08%
13.04%
3 Years
0.90%
15.74%
5 Years
2.23%
14.15%
Since Inception
3.05%
15.13%
Fund Age
8 yrs 1 mo
14 yrs 1 mo
AUM
₹0.38 Cr
₹850.7 Cr
Alpha – 1 Year
−2.73%
13.39%
Alpha – 3 Years
−8.10%
6.74%
Information Ratio – 3 Years
-0.39
1.02
Volatility – 1 Year
6.90%
18.01%
Volatility – 3 Years
8.35%
15.42%
Beta – 1 Year
0.35
1.04
Beta – 3 Years
0.40
0.99
Sharpe Ratio – 1 Year
-1.18
0.48
Sharpe Ratio – 3 Years
-0.31
0.76
Worst Rolling Year
0.90%
-19.06%
Value at Worst Rolling Year
₹1.01 Cr
₹0.81 Cr
Deepest Drawdown
−16.09%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
99.95%
83.40%
Median Rolling Year
7.09%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
—
L 53% · M 28% · S 13%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
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)
3% / 2% / 1%
2% / 1% / 0%