Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Purnartha Pratham Strategy
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%
5.49%
6 Months
2.04%
9.46%
1 Year
13.04%
17.52%
3 Years
15.74%
14.28%
5 Years
14.15%
9.02%
Since Inception
15.13%
12.49%
Fund Age
14 yrs 1 mo
5 yrs 11 mo
AUM
₹850.7 Cr
₹1,633.45 Cr
Alpha – 1 Year
13.39%
12.80%
Alpha – 3 Years
6.74%
2.19%
Information Ratio – 3 Years
1.02
0.28
Volatility – 1 Year
18.01%
23.87%
Volatility – 3 Years
15.42%
18.97%
Beta – 1 Year
1.04
1.12
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
0.48
0.57
Sharpe Ratio – 3 Years
0.76
0.55
Worst Rolling Year
-19.06%
7.21%
Value at Worst Rolling Year
₹0.81 Cr
₹1.07 Cr
Deepest Drawdown
−15.54%
−20.29%
Recovery Period
227 days
549 days
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
13.49%
5-Year Rolling Windows Positive
95.45%
100.00%
Market-Cap Mix
L 53% · M 28% · S 13%
L 14% · M 11% · S 40%
Number of Stocks
—
—
Portfolio P/E
—
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%