Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
2.41%
6 Months
22.62%
2.04%
1 Year
24.22%
13.04%
3 Years
21.85%
15.74%
5 Years
23.03%
14.15%
Since Inception
26.36%
15.13%
Fund Age
5 yrs 7 mo
14 yrs 1 mo
AUM
₹1,251.52 Cr
₹850.7 Cr
Alpha – 1 Year
19.50%
13.39%
Alpha – 3 Years
9.76%
6.74%
Information Ratio – 3 Years
1.14
1.02
Volatility – 1 Year
21.48%
18.01%
Volatility – 3 Years
19.09%
15.42%
Beta – 1 Year
1.12
1.04
Beta – 3 Years
1.08
0.99
Sharpe Ratio – 1 Year
0.87
0.48
Sharpe Ratio – 3 Years
0.92
0.76
Worst Rolling Year
19.03%
-19.06%
Value at Worst Rolling Year
₹1.19 Cr
₹0.81 Cr
Deepest Drawdown
−23.65%
−15.54%
Recovery Period
428 days
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
25.78%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 14% · M 27% · S 55%
L 53% · M 28% · S 13%
Number of Stocks
60
—
Portfolio P/E
39.40
—
Top 5 Holdings
Aditya Infotech Ltd · 4.75%
Timex Group India Ltd · 3.20%
TVS Motor Company Ltd · 3.02%
Shriram Finance Ltd · 3.01%
Senores Pharmaceuticals Ltd · 2.97%
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)
2% / 0% / 0%
2% / 1% / 0%