Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
2.41%
6 Months
7.97%
2.04%
1 Year
6.21%
13.04%
3 Years
12.78%
15.74%
5 Years
14.19%
14.15%
Since Inception
16.41%
15.13%
Fund Age
7 yrs 3 mo
14 yrs 1 mo
AUM
₹115.97 Cr
₹850.7 Cr
Alpha – 1 Year
1.49%
13.39%
Alpha – 3 Years
0.69%
6.74%
Information Ratio – 3 Years
0.20
1.02
Volatility – 1 Year
15.75%
18.01%
Volatility – 3 Years
15.69%
15.42%
Beta – 1 Year
0.82
1.04
Beta – 3 Years
0.88
0.99
Sharpe Ratio – 1 Year
0.12
0.48
Sharpe Ratio – 3 Years
0.51
0.76
Worst Rolling Year
11.84%
-19.06%
Value at Worst Rolling Year
₹1.12 Cr
₹0.81 Cr
Deepest Drawdown
−23.37%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
21.02%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
—
L 53% · M 28% · S 13%
Number of Stocks
35
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%