Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.41%
2.10%
6 Months
2.04%
29.13%
1 Year
13.04%
20.96%
3 Years
15.74%
17.22%
5 Years
14.15%
—
Since Inception
15.13%
23.59%
Fund Age
14 yrs 1 mo
3 yrs 7 mo
AUM
₹850.7 Cr
₹147.56 Cr
Alpha – 1 Year
13.39%
16.24%
Alpha – 3 Years
6.74%
5.13%
Information Ratio – 3 Years
1.02
0.33
Volatility – 1 Year
18.01%
30.80%
Volatility – 3 Years
15.42%
25.65%
Beta – 1 Year
1.04
1.54
Beta – 3 Years
0.99
1.41
Sharpe Ratio – 1 Year
0.48
0.58
Sharpe Ratio – 3 Years
0.76
0.54
Worst Rolling Year
-19.06%
15.38%
Value at Worst Rolling Year
₹0.81 Cr
₹1.15 Cr
Deepest Drawdown
−15.54%
−28.52%
Recovery Period
227 days
122 days
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
21.14%
5-Year Rolling Windows Positive
95.45%
—
Market-Cap Mix
L 53% · M 28% · S 13%
L 63% · M 11% · S 17%
Number of Stocks
—
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
—
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%