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Alphaa Better Risk Reward 30 stocks vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
2.41%
6 Months
−5.38%
2.04%
1 Year
−6.70%
13.04%
3 Years
7.98%
15.74%
5 Years
—
14.15%
Since Inception
7.98%
15.13%
Fund Age
2 yrs 11 mo
14 yrs 1 mo
AUM
₹7.31 Cr
₹850.7 Cr
Alpha – 1 Year
−6.35%
13.39%
Alpha – 3 Years
−1.02%
6.74%
Information Ratio – 3 Years
-0.08
1.02
Volatility – 1 Year
17.44%
18.01%
Volatility – 3 Years
15.65%
15.42%
Beta – 1 Year
1.08
1.04
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
-0.61
0.48
Sharpe Ratio – 3 Years
0.22
0.76
Worst Rolling Year
—
-19.06%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
−21.15%
−15.54%
Recovery Period
Not yet recovered
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 61% · M 26% · S 9%
L 53% · M 28% · S 13%
Number of Stocks
66
—
Portfolio P/E
27.03
—
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%