Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.41%
0.97%
6 Months
2.04%
6.33%
1 Year
13.04%
−0.99%
3 Years
15.74%
6.26%
5 Years
14.15%
6.47%
Since Inception
15.13%
5.18%
Fund Age
14 yrs 1 mo
19 yrs 5 mo
AUM
₹850.7 Cr
₹95.89 Cr
Alpha – 1 Year
13.39%
2.51%
Alpha – 3 Years
6.74%
−2.73%
Information Ratio – 3 Years
1.02
-0.10
Volatility – 1 Year
18.01%
20.93%
Volatility – 3 Years
15.42%
17.77%
Beta – 1 Year
1.04
1.14
Beta – 3 Years
0.99
1.05
Sharpe Ratio – 1 Year
0.48
-0.20
Sharpe Ratio – 3 Years
0.76
0.23
Worst Rolling Year
-19.06%
-21.50%
Value at Worst Rolling Year
₹0.81 Cr
₹0.79 Cr
Deepest Drawdown
−15.54%
−30.66%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
74.63%
Median Rolling Year
18.72%
10.39%
5-Year Rolling Windows Positive
95.45%
82.76%
Market-Cap Mix
L 53% · M 28% · S 13%
L 77% · M 12% · S 11%
Number of Stocks
—
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
—
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%