Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Kotak India Focus Portfolio - series I
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
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%
6.23%
6 Months
2.04%
22.18%
1 Year
13.04%
12.29%
3 Years
15.74%
6.28%
5 Years
14.15%
—
Since Inception
15.13%
6.20%
Fund Age
14 yrs 1 mo
3 yrs 4 mo
AUM
₹850.7 Cr
₹5.13 Cr
Alpha – 1 Year
13.39%
12.64%
Alpha – 3 Years
6.74%
−2.71%
Information Ratio – 3 Years
1.02
—
Volatility – 1 Year
18.01%
22.31%
Volatility – 3 Years
15.42%
—
Beta – 1 Year
1.04
0.71
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.48
0.38
Sharpe Ratio – 3 Years
0.76
—
Worst Rolling Year
-19.06%
—
Value at Worst Rolling Year
₹0.81 Cr
—
Deepest Drawdown
−15.54%
—
Recovery Period
227 days
—
1-Year Rolling Windows Positive
83.40%
—
Median Rolling Year
18.72%
—
5-Year Rolling Windows Positive
95.45%
—
Market-Cap Mix
L 53% · M 28% · S 13%
—
Number of Stocks
—
25
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%
Welspun Corp Ltd · 3.87%
Acutaas Chemicals Ltd · 3.87%
Lloyds Engineering Works Ltd · 3.87%
Black Box Ltd · 3.87%
Bajaj Consumer Care Ltd · 3.87%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%