Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
2.04%
10.94%
1 Year
13.04%
1.03%
3 Years
15.74%
11.45%
5 Years
14.15%
15.19%
Since Inception
15.13%
27.03%
Fund Age
14 yrs 1 mo
5 yrs 11 mo
AUM
₹850.7 Cr
₹298.71 Cr
Alpha – 1 Year
13.39%
−3.69%
Alpha – 3 Years
6.74%
−0.64%
Information Ratio – 3 Years
1.02
-0.04
Volatility – 1 Year
18.01%
27.68%
Volatility – 3 Years
15.42%
23.40%
Beta – 1 Year
1.04
1.45
Beta – 3 Years
0.99
1.22
Sharpe Ratio – 1 Year
0.48
-0.03
Sharpe Ratio – 3 Years
0.76
0.35
Worst Rolling Year
-19.06%
—
Value at Worst Rolling Year
₹0.81 Cr
—
Deepest Drawdown
−15.54%
—
Recovery Period
227 days
—
1-Year Rolling Windows Positive
83.40%
—
Median Rolling Year
18.72%
—
5-Year Rolling Windows Positive
95.45%
—
Market-Cap Mix
L 53% · M 28% · S 13%
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%