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Green Portfolio - The Impact ESG Fund vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
2.41%
6 Months
24.60%
2.04%
1 Year
7.56%
13.04%
3 Years
20.98%
15.74%
5 Years
—
14.15%
Since Inception
24.10%
15.13%
Fund Age
4 yrs 4 mo
14 yrs 1 mo
AUM
₹3.89 Cr
₹850.7 Cr
Alpha – 1 Year
4.58%
13.39%
Alpha – 3 Years
9.08%
6.74%
Information Ratio – 3 Years
0.07
1.02
Volatility – 1 Year
32.74%
18.01%
Volatility – 3 Years
27.24%
15.42%
Beta – 1 Year
1.49
1.04
Beta – 3 Years
1.30
0.99
Sharpe Ratio – 1 Year
0.20
0.48
Sharpe Ratio – 3 Years
0.49
0.76
Worst Rolling Year
17.91%
-19.06%
Value at Worst Rolling Year
₹1.18 Cr
₹0.81 Cr
Deepest Drawdown
−34.40%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
25.17%
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
—
L 53% · M 28% · S 13%
Number of Stocks
27
—
Portfolio P/E
52.77
—
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%