Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
2.41%
6 Months
32.15%
2.04%
1 Year
16.77%
13.04%
3 Years
19.00%
15.74%
5 Years
20.10%
14.15%
Since Inception
27.01%
15.13%
Fund Age
6 yrs 10 mo
14 yrs 1 mo
AUM
₹247.64 Cr
₹850.7 Cr
Alpha – 1 Year
13.79%
13.39%
Alpha – 3 Years
7.10%
6.74%
Information Ratio – 3 Years
0.30
1.02
Volatility – 1 Year
39.13%
18.01%
Volatility – 3 Years
29.47%
15.42%
Beta – 1 Year
1.87
1.04
Beta – 3 Years
1.36
0.99
Sharpe Ratio – 1 Year
0.42
0.48
Sharpe Ratio – 3 Years
0.55
0.76
Worst Rolling Year
15.03%
-19.06%
Value at Worst Rolling Year
₹1.15 Cr
₹0.81 Cr
Deepest Drawdown
−35.86%
−15.54%
Recovery Period
94 days
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
31.90%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
S 80%
L 53% · M 28% · S 13%
Number of Stocks
42
—
Portfolio P/E
42.30
—
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
—
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%