Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
NJ - Bluechip
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%
−1.21%
6 Months
2.04%
5.09%
1 Year
13.04%
0.26%
3 Years
15.74%
9.53%
5 Years
14.15%
5.40%
Since Inception
15.13%
12.09%
Fund Age
14 yrs 1 mo
8 yrs 5 mo
AUM
₹850.7 Cr
₹1,644.09 Cr
Alpha – 1 Year
13.39%
0.61%
Alpha – 3 Years
6.74%
0.54%
Information Ratio – 3 Years
1.02
0.06
Volatility – 1 Year
18.01%
17.94%
Volatility – 3 Years
15.42%
17.25%
Beta – 1 Year
1.04
1.03
Beta – 3 Years
0.99
1.11
Sharpe Ratio – 1 Year
0.48
-0.20
Sharpe Ratio – 3 Years
0.76
0.31
Worst Rolling Year
-19.06%
2.29%
Value at Worst Rolling Year
₹0.81 Cr
₹1.02 Cr
Deepest Drawdown
−15.54%
−21.60%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
16.16%
5-Year Rolling Windows Positive
95.45%
100.00%
Market-Cap Mix
L 53% · M 28% · S 13%
L 49% · M 36% · S 14%
Number of Stocks
—
20
Portfolio P/E
—
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
—
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%