Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.41%
0.25%
6 Months
2.04%
15.19%
1 Year
13.04%
3.21%
3 Years
15.74%
19.65%
5 Years
14.15%
—
Since Inception
15.13%
25.09%
Fund Age
14 yrs 1 mo
3 yrs 5 mo
AUM
₹850.7 Cr
₹4,148.34 Cr
Alpha – 1 Year
13.39%
0.23%
Alpha – 3 Years
6.74%
7.77%
Information Ratio – 3 Years
1.02
0.62
Volatility – 1 Year
18.01%
21.54%
Volatility – 3 Years
15.42%
22.15%
Beta – 1 Year
1.04
1.06
Beta – 3 Years
0.99
1.15
Sharpe Ratio – 1 Year
0.48
-0.01
Sharpe Ratio – 3 Years
0.76
0.68
Worst Rolling Year
-19.06%
19.49%
Value at Worst Rolling Year
₹0.81 Cr
₹1.19 Cr
Deepest Drawdown
−15.54%
−27.91%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
21.76%
5-Year Rolling Windows Positive
95.45%
—
Market-Cap Mix
L 53% · M 28% · S 13%
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%