Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.41%
4.61%
6 Months
2.04%
3.41%
1 Year
13.04%
20.00%
3 Years
15.74%
24.29%
5 Years
14.15%
—
Since Inception
15.13%
15.71%
Fund Age
14 yrs 1 mo
4 yrs 7 mo
AUM
₹850.7 Cr
₹129.22 Cr
Alpha – 1 Year
13.39%
15.28%
Alpha – 3 Years
6.74%
12.20%
Information Ratio – 3 Years
1.02
1.16
Volatility – 1 Year
18.01%
22.01%
Volatility – 3 Years
15.42%
22.99%
Beta – 1 Year
1.04
0.67
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
0.48
0.70
Sharpe Ratio – 3 Years
0.76
1.11
Worst Rolling Year
-19.06%
13.28%
Value at Worst Rolling Year
₹0.81 Cr
₹1.13 Cr
Deepest Drawdown
−15.54%
−27.23%
Recovery Period
227 days
325 days
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
25.12%
5-Year Rolling Windows Positive
95.45%
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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%
Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%