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Kotak India Focus Portfolio - series I vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Motilal Oswal - Mid to Mega strategy
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%
4.17%
6 Months
2.04%
19.62%
1 Year
13.04%
12.19%
3 Years
15.74%
23.51%
5 Years
14.15%
13.96%
Since Inception
15.13%
23.13%
Fund Age
14 yrs 1 mo
6 yrs 7 mo
AUM
₹850.7 Cr
₹2,332.81 Cr
Alpha – 1 Year
13.39%
9.21%
Alpha – 3 Years
6.74%
11.63%
Information Ratio – 3 Years
1.02
0.83
Volatility – 1 Year
18.01%
26.11%
Volatility – 3 Years
15.42%
21.82%
Beta – 1 Year
1.04
1.32
Beta – 3 Years
0.99
1.14
Sharpe Ratio – 1 Year
0.48
0.33
Sharpe Ratio – 3 Years
0.76
0.83
Worst Rolling Year
-19.06%
12.50%
Value at Worst Rolling Year
₹0.81 Cr
₹1.13 Cr
Deepest Drawdown
−15.54%
−24.27%
Recovery Period
227 days
461 days
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
23.13%
5-Year Rolling Windows Positive
95.45%
100.00%
Market-Cap Mix
L 53% · M 28% · S 13%
L 14% · M 33% · S 52%
Number of Stocks
—
33
Portfolio P/E
—
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%