Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Renaissance - Opportunities Portfolio
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%
−0.04%
6 Months
2.04%
0.28%
1 Year
13.04%
2.14%
3 Years
15.74%
10.02%
5 Years
14.15%
13.15%
Since Inception
15.13%
11.46%
Fund Age
14 yrs 1 mo
8 yrs 7 mo
AUM
₹850.7 Cr
₹585.94 Cr
Alpha – 1 Year
13.39%
2.49%
Alpha – 3 Years
6.74%
1.02%
Information Ratio – 3 Years
1.02
0.18
Volatility – 1 Year
18.01%
16.38%
Volatility – 3 Years
15.42%
14.42%
Beta – 1 Year
1.04
1.00
Beta – 3 Years
0.99
0.96
Sharpe Ratio – 1 Year
0.48
-0.13
Sharpe Ratio – 3 Years
0.76
0.38
Worst Rolling Year
-19.06%
3.37%
Value at Worst Rolling Year
₹0.81 Cr
₹1.03 Cr
Deepest Drawdown
−15.54%
−17.04%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
18.12%
5-Year Rolling Windows Positive
95.45%
100.00%
Market-Cap Mix
L 53% · M 28% · S 13%
L 65% · M 26% · S 8%
Number of Stocks
—
31
Portfolio P/E
—
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 1% / 0%