Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
NJ - Multicap
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%
2.92%
6 Months
2.04%
8.20%
1 Year
13.04%
15.48%
3 Years
15.74%
18.05%
5 Years
14.15%
15.54%
Since Inception
15.13%
14.61%
Fund Age
14 yrs 1 mo
10 yrs 4 mo
AUM
₹850.7 Cr
₹747.6 Cr
Alpha – 1 Year
13.39%
15.83%
Alpha – 3 Years
6.74%
9.06%
Information Ratio – 3 Years
1.02
0.72
Volatility – 1 Year
18.01%
18.67%
Volatility – 3 Years
15.42%
21.45%
Beta – 1 Year
1.04
1.12
Beta – 3 Years
0.99
1.31
Sharpe Ratio – 1 Year
0.48
0.58
Sharpe Ratio – 3 Years
0.76
0.64
Worst Rolling Year
-19.06%
-13.89%
Value at Worst Rolling Year
₹0.81 Cr
₹0.86 Cr
Deepest Drawdown
−15.54%
−30.97%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
77.45%
Median Rolling Year
18.72%
21.11%
5-Year Rolling Windows Positive
95.45%
100.00%
Market-Cap Mix
L 53% · M 28% · S 13%
L 35% · M 50% · S 14%
Number of Stocks
—
25
Portfolio P/E
—
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
—
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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%