Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.41%
−0.11%
6 Months
2.04%
2.89%
1 Year
13.04%
7.86%
3 Years
15.74%
10.62%
5 Years
14.15%
10.19%
Since Inception
15.13%
9.46%
Fund Age
14 yrs 1 mo
5 yrs 7 mo
AUM
₹850.7 Cr
₹158.06 Cr
Alpha – 1 Year
13.39%
−1.70%
Alpha – 3 Years
6.74%
0.86%
Information Ratio – 3 Years
1.02
0.37
Volatility – 1 Year
18.01%
1.80%
Volatility – 3 Years
15.42%
3.43%
Beta – 1 Year
1.04
0.81
Beta – 3 Years
0.99
0.63
Sharpe Ratio – 1 Year
0.48
1.30
Sharpe Ratio – 3 Years
0.76
1.53
Worst Rolling Year
-19.06%
8.14%
Value at Worst Rolling Year
₹0.81 Cr
₹1.08 Cr
Deepest Drawdown
−15.54%
—
Recovery Period
227 days
—
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
11.61%
5-Year Rolling Windows Positive
95.45%
100.00%
Market-Cap Mix
L 53% · M 28% · S 13%
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Number of Stocks
—
—
Portfolio P/E
—
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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%
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Top Sectors
—
—
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%