Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Composite India - GARP 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
3.99%
2.41%
6 Months
22.77%
2.04%
1 Year
24.21%
13.04%
3 Years
13.20%
15.74%
5 Years
12.56%
14.15%
Since Inception
18.69%
15.13%
Fund Age
7 yrs 4 mo
14 yrs 1 mo
AUM
₹114.64 Cr
₹850.7 Cr
Alpha – 1 Year
19.49%
13.39%
Alpha – 3 Years
1.43%
6.74%
Information Ratio – 3 Years
0.12
1.02
Volatility – 1 Year
24.82%
18.01%
Volatility – 3 Years
21.64%
15.42%
Beta – 1 Year
1.34
1.04
Beta – 3 Years
1.13
0.99
Sharpe Ratio – 1 Year
0.78
0.48
Sharpe Ratio – 3 Years
0.46
0.76
Worst Rolling Year
10.43%
-19.06%
Value at Worst Rolling Year
₹1.10 Cr
₹0.81 Cr
Deepest Drawdown
−24.42%
−15.54%
Recovery Period
92 days
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
18.16%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 20% · M 28% · S 47%
L 53% · M 28% · S 13%
Number of Stocks
32
—
Portfolio P/E
37.13
—
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
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 · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
—
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%