Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Kotak Pioneer Model Strategy Aggressive
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.41%
1.96%
6 Months
2.04%
−0.83%
1 Year
13.04%
14.95%
3 Years
15.74%
—
5 Years
14.15%
—
Since Inception
15.13%
15.45%
Fund Age
14 yrs 1 mo
4 yrs 1 mo
AUM
₹850.7 Cr
₹67.74 Cr
Alpha – 1 Year
13.39%
8.24%
Alpha – 3 Years
6.74%
—
Information Ratio – 3 Years
1.02
0.30
Volatility – 1 Year
18.01%
16.48%
Volatility – 3 Years
15.42%
12.47%
Beta – 1 Year
1.04
1.58
Beta – 3 Years
0.99
1.45
Sharpe Ratio – 1 Year
0.48
0.60
Sharpe Ratio – 3 Years
0.76
0.77
Worst Rolling Year
-19.06%
13.91%
Value at Worst Rolling Year
₹0.81 Cr
₹1.14 Cr
Deepest Drawdown
−15.54%
−14.92%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
16.42%
5-Year Rolling Windows Positive
95.45%
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Market-Cap Mix
L 53% · M 28% · S 13%
—
Number of Stocks
—
—
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –