Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
2.04%
0.32%
1 Year
13.04%
1.03%
3 Years
15.74%
14.82%
5 Years
14.15%
11.82%
Since Inception
15.13%
13.07%
Fund Age
14 yrs 1 mo
5 yrs 2 mo
AUM
₹850.7 Cr
₹56.08 Cr
Alpha – 1 Year
13.39%
−1.95%
Alpha – 3 Years
6.74%
2.94%
Information Ratio – 3 Years
1.02
0.18
Volatility – 1 Year
18.01%
13.89%
Volatility – 3 Years
15.42%
18.35%
Beta – 1 Year
1.04
0.75
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
0.48
-0.25
Sharpe Ratio – 3 Years
0.76
0.55
Worst Rolling Year
-19.06%
12.65%
Value at Worst Rolling Year
₹0.81 Cr
₹1.13 Cr
Deepest Drawdown
−15.54%
−26.40%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
19.77%
5-Year Rolling Windows Positive
95.45%
100.00%
Market-Cap Mix
L 53% · M 28% · S 13%
L 38% · M 29% · S 24%
Number of Stocks
—
37
Portfolio P/E
—
29.42
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%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
—
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%