Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
MOAT - Moderate Compounders
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%
2.75%
6 Months
2.04%
8.17%
1 Year
13.04%
3.28%
3 Years
15.74%
8.41%
5 Years
14.15%
12.53%
Since Inception
15.13%
11.01%
Fund Age
14 yrs 1 mo
12 yrs 9 mo
AUM
₹850.7 Cr
₹16.57 Cr
Alpha – 1 Year
13.39%
−1.44%
Alpha – 3 Years
6.74%
−3.68%
Information Ratio – 3 Years
1.02
-0.32
Volatility – 1 Year
18.01%
20.74%
Volatility – 3 Years
15.42%
17.91%
Beta – 1 Year
1.04
1.13
Beta – 3 Years
0.99
1.09
Sharpe Ratio – 1 Year
0.48
0.00
Sharpe Ratio – 3 Years
0.76
0.32
Worst Rolling Year
-19.06%
-16.89%
Value at Worst Rolling Year
₹0.81 Cr
₹0.83 Cr
Deepest Drawdown
−15.54%
−28.21%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
73.60%
Median Rolling Year
18.72%
13.43%
5-Year Rolling Windows Positive
95.45%
88.30%
Market-Cap Mix
L 53% · M 28% · S 13%
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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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%
0% / 0% / 0%