Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
2.04%
8.08%
1 Year
13.04%
10.16%
3 Years
15.74%
15.60%
5 Years
14.15%
—
Since Inception
15.13%
19.84%
Fund Age
14 yrs 1 mo
6 yrs 11 mo
AUM
₹850.7 Cr
₹3.18 Cr
Alpha – 1 Year
13.39%
7.18%
Alpha – 3 Years
6.74%
3.72%
Information Ratio – 3 Years
1.02
0.60
Volatility – 1 Year
18.01%
19.93%
Volatility – 3 Years
15.42%
18.09%
Beta – 1 Year
1.04
1.12
Beta – 3 Years
0.99
1.14
Sharpe Ratio – 1 Year
0.48
0.31
Sharpe Ratio – 3 Years
0.76
0.60
Worst Rolling Year
-19.06%
14.68%
Value at Worst Rolling Year
₹0.81 Cr
₹1.15 Cr
Deepest Drawdown
−15.54%
−19.38%
Recovery Period
227 days
493 days
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
16.30%
5-Year Rolling Windows Positive
95.45%
—
Market-Cap Mix
L 53% · M 28% · S 13%
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / –