Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
2.41%
6 Months
25.00%
2.04%
1 Year
17.14%
13.04%
3 Years
16.20%
15.74%
5 Years
15.34%
14.15%
Since Inception
19.60%
15.13%
Fund Age
7 yrs 3 mo
14 yrs 1 mo
AUM
₹127.23 Cr
₹850.7 Cr
Alpha – 1 Year
12.42%
13.39%
Alpha – 3 Years
4.43%
6.74%
Information Ratio – 3 Years
0.38
1.02
Volatility – 1 Year
23.12%
18.01%
Volatility – 3 Years
20.20%
15.42%
Beta – 1 Year
1.18
1.04
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
0.56
0.48
Sharpe Ratio – 3 Years
0.61
0.76
Worst Rolling Year
13.55%
-19.06%
Value at Worst Rolling Year
₹1.14 Cr
₹0.81 Cr
Deepest Drawdown
−26.74%
−15.54%
Recovery Period
143 days
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
20.50%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 26% · M 19% · S 50%
L 53% · M 28% · S 13%
Number of Stocks
101
—
Portfolio P/E
52.20
—
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%