Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
PGIM India - Phoenix Portfolio
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%
3.66%
6 Months
2.04%
18.51%
1 Year
13.04%
2.32%
3 Years
15.74%
8.56%
5 Years
14.15%
13.23%
Since Inception
15.13%
12.52%
Fund Age
14 yrs 1 mo
10 yrs
AUM
₹850.7 Cr
₹60.22 Cr
Alpha – 1 Year
13.39%
2.67%
Alpha – 3 Years
6.74%
−0.44%
Information Ratio – 3 Years
1.02
-0.03
Volatility – 1 Year
18.01%
27.56%
Volatility – 3 Years
15.42%
21.93%
Beta – 1 Year
1.04
1.33
Beta – 3 Years
0.99
1.17
Sharpe Ratio – 1 Year
0.48
0.01
Sharpe Ratio – 3 Years
0.76
0.24
Worst Rolling Year
-19.06%
-13.90%
Value at Worst Rolling Year
₹0.81 Cr
₹0.86 Cr
Deepest Drawdown
−15.54%
−31.68%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
85.20%
Median Rolling Year
18.72%
15.12%
5-Year Rolling Windows Positive
95.45%
100.00%
Market-Cap Mix
L 53% · M 28% · S 13%
M 3% · S 93%
Number of Stocks
—
26
Portfolio P/E
—
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
—
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%