Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Motilal Oswal - Ethical
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%
1.53%
6 Months
2.04%
18.13%
1 Year
13.04%
13.15%
3 Years
15.74%
14.12%
5 Years
14.15%
11.96%
Since Inception
15.13%
13.25%
Fund Age
14 yrs 1 mo
5 yrs 1 mo
AUM
₹850.7 Cr
₹77.09 Cr
Alpha – 1 Year
13.39%
10.17%
Alpha – 3 Years
6.74%
2.24%
Information Ratio – 3 Years
1.02
0.36
Volatility – 1 Year
18.01%
23.76%
Volatility – 3 Years
15.42%
19.81%
Beta – 1 Year
1.04
1.23
Beta – 3 Years
0.99
1.14
Sharpe Ratio – 1 Year
0.48
0.40
Sharpe Ratio – 3 Years
0.76
0.50
Worst Rolling Year
-19.06%
8.04%
Value at Worst Rolling Year
₹0.81 Cr
₹1.08 Cr
Deepest Drawdown
−15.54%
−27.15%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
16.70%
5-Year Rolling Windows Positive
95.45%
100.00%
Market-Cap Mix
L 53% · M 28% · S 13%
L 28% · M 28% · S 44%
Number of Stocks
—
20
Portfolio P/E
—
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
—
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%