Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
2.41%
6 Months
10.76%
2.04%
1 Year
8.14%
13.04%
3 Years
7.76%
15.74%
5 Years
10.03%
14.15%
Since Inception
11.69%
15.13%
Fund Age
6 yrs 8 mo
14 yrs 1 mo
AUM
₹87.23 Cr
₹850.7 Cr
Alpha – 1 Year
8.57%
13.39%
Alpha – 3 Years
−0.81%
6.74%
Information Ratio – 3 Years
0.02
1.02
Volatility – 1 Year
23.09%
18.01%
Volatility – 3 Years
18.26%
15.42%
Beta – 1 Year
1.29
1.04
Beta – 3 Years
1.11
0.99
Sharpe Ratio – 1 Year
0.21
0.48
Sharpe Ratio – 3 Years
0.22
0.76
Worst Rolling Year
6.59%
-19.06%
Value at Worst Rolling Year
₹1.07 Cr
₹0.81 Cr
Deepest Drawdown
−25.42%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
13.94%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 19% · M 1% · S 70%
L 53% · M 28% · S 13%
Number of Stocks
41
—
Portfolio P/E
25.23
—
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp 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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
—
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%