Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
2.41%
6 Months
−7.08%
2.04%
1 Year
−4.02%
13.04%
3 Years
1.10%
15.74%
5 Years
2.02%
14.15%
Since Inception
13.04%
15.13%
Fund Age
17 yrs 10 mo
14 yrs 1 mo
AUM
₹50.53 Cr
₹850.7 Cr
Alpha – 1 Year
−3.59%
13.39%
Alpha – 3 Years
−7.46%
6.74%
Information Ratio – 3 Years
-1.28
1.02
Volatility – 1 Year
16.65%
18.01%
Volatility – 3 Years
15.47%
15.42%
Beta – 1 Year
1.04
1.04
Beta – 3 Years
1.04
0.99
Sharpe Ratio – 1 Year
-0.49
0.48
Sharpe Ratio – 3 Years
-0.20
0.76
Worst Rolling Year
-4.00%
-19.06%
Value at Worst Rolling Year
₹0.96 Cr
₹0.81 Cr
Deepest Drawdown
−23.28%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
97.78%
83.40%
Median Rolling Year
13.22%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 74% · M 13% · S 9%
L 53% · M 28% · S 13%
Number of Stocks
15
—
Portfolio P/E
27.97
—
Top 5 Holdings
—
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 · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%