Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Right Horizons - Flexi Cap
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%
4.94%
6 Months
2.04%
11.49%
1 Year
13.04%
3.89%
3 Years
15.74%
8.19%
5 Years
14.15%
11.02%
Since Inception
15.13%
10.97%
Fund Age
14 yrs 1 mo
13 yrs 8 mo
AUM
₹850.7 Cr
₹360.51 Cr
Alpha – 1 Year
13.39%
0.91%
Alpha – 3 Years
6.74%
−3.69%
Information Ratio – 3 Years
1.02
-0.18
Volatility – 1 Year
18.01%
23.04%
Volatility – 3 Years
15.42%
19.34%
Beta – 1 Year
1.04
1.26
Beta – 3 Years
0.99
1.17
Sharpe Ratio – 1 Year
0.48
0.04
Sharpe Ratio – 3 Years
0.76
0.30
Worst Rolling Year
-19.06%
-8.10%
Value at Worst Rolling Year
₹0.81 Cr
₹0.92 Cr
Deepest Drawdown
−15.54%
−30.43%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
95.59%
Median Rolling Year
18.72%
11.30%
5-Year Rolling Windows Positive
95.45%
100.00%
Market-Cap Mix
L 53% · M 28% · S 13%
L 38% · M 28% · S 33%
Number of Stocks
—
29
Portfolio P/E
—
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
—
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%