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Alpha Alternatives - Systematic Equity vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
2.41%
6 Months
3.88%
2.04%
1 Year
−7.98%
13.04%
3 Years
11.06%
15.74%
5 Years
10.06%
14.15%
Since Inception
11.56%
15.13%
Fund Age
5 yrs 3 mo
14 yrs 1 mo
AUM
₹106.37 Cr
₹850.7 Cr
Alpha – 1 Year
−10.96%
13.39%
Alpha – 3 Years
−0.82%
6.74%
Information Ratio – 3 Years
0.00
1.02
Volatility – 1 Year
16.00%
18.01%
Volatility – 3 Years
17.59%
15.42%
Beta – 1 Year
0.79
1.04
Beta – 3 Years
0.97
0.99
Sharpe Ratio – 1 Year
-0.78
0.48
Sharpe Ratio – 3 Years
0.42
0.76
Worst Rolling Year
—
-19.06%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
—
−15.54%
Recovery Period
—
227 days
1-Year Rolling Windows Positive
—
83.40%
Median Rolling Year
—
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
—
L 53% · M 28% · S 13%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%