Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.41%
0.36%
6 Months
2.04%
5.01%
1 Year
13.04%
−5.33%
3 Years
15.74%
1.25%
5 Years
14.15%
−1.56%
Since Inception
15.13%
10.94%
Fund Age
14 yrs 1 mo
6 yrs 11 mo
AUM
₹850.7 Cr
₹122.91 Cr
Alpha – 1 Year
13.39%
−8.31%
Alpha – 3 Years
6.74%
−10.64%
Information Ratio – 3 Years
1.02
-0.98
Volatility – 1 Year
18.01%
16.35%
Volatility – 3 Years
15.42%
16.88%
Beta – 1 Year
1.04
0.87
Beta – 3 Years
0.99
0.86
Sharpe Ratio – 1 Year
0.48
-0.59
Sharpe Ratio – 3 Years
0.76
-0.17
Worst Rolling Year
-19.06%
-5.79%
Value at Worst Rolling Year
₹0.81 Cr
₹0.94 Cr
Deepest Drawdown
−15.54%
−20.60%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
54.01%
Median Rolling Year
18.72%
1.42%
5-Year Rolling Windows Positive
95.45%
83.33%
Market-Cap Mix
L 53% · M 28% · S 13%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%