Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.41%
6.38%
6 Months
2.04%
30.29%
1 Year
13.04%
21.45%
3 Years
15.74%
18.94%
5 Years
14.15%
—
Since Inception
15.13%
23.25%
Fund Age
14 yrs 1 mo
3 yrs 1 mo
AUM
₹850.7 Cr
₹185.04 Cr
Alpha – 1 Year
13.39%
16.73%
Alpha – 3 Years
6.74%
6.85%
Information Ratio – 3 Years
1.02
0.59
Volatility – 1 Year
18.01%
29.11%
Volatility – 3 Years
15.42%
25.42%
Beta – 1 Year
1.04
1.26
Beta – 3 Years
0.99
1.13
Sharpe Ratio – 1 Year
0.48
0.62
Sharpe Ratio – 3 Years
0.76
0.60
Worst Rolling Year
-19.06%
18.95%
Value at Worst Rolling Year
₹0.81 Cr
₹1.19 Cr
Deepest Drawdown
−15.54%
−27.74%
Recovery Period
227 days
472 days
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
20.62%
5-Year Rolling Windows Positive
95.45%
—
Market-Cap Mix
L 53% · M 28% · S 13%
—
Number of Stocks
—
40
Portfolio P/E
—
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%