Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Right Horizons - India Business Leaders
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%
3.11%
6 Months
2.04%
4.12%
1 Year
13.04%
−0.25%
3 Years
15.74%
10.95%
5 Years
14.15%
10.56%
Since Inception
15.13%
10.62%
Fund Age
14 yrs 1 mo
13 yrs 8 mo
AUM
₹850.7 Cr
₹41.22 Cr
Alpha – 1 Year
13.39%
0.18%
Alpha – 3 Years
6.74%
2.39%
Information Ratio – 3 Years
1.02
0.52
Volatility – 1 Year
18.01%
20.61%
Volatility – 3 Years
15.42%
17.57%
Beta – 1 Year
1.04
1.24
Beta – 3 Years
0.99
1.19
Sharpe Ratio – 1 Year
0.48
-0.18
Sharpe Ratio – 3 Years
0.76
0.46
Worst Rolling Year
-19.06%
-10.52%
Value at Worst Rolling Year
₹0.81 Cr
₹0.89 Cr
Deepest Drawdown
−15.54%
−22.41%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
93.48%
Median Rolling Year
18.72%
12.26%
5-Year Rolling Windows Positive
95.45%
99.05%
Market-Cap Mix
L 53% · M 28% · S 13%
L 70% · M 29%
Number of Stocks
—
25
Portfolio P/E
—
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
—
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%