Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.41%
10.24%
6 Months
2.04%
31.65%
1 Year
13.04%
26.47%
3 Years
15.74%
18.72%
5 Years
14.15%
16.28%
Since Inception
15.13%
14.51%
Fund Age
14 yrs 1 mo
10 yrs 10 mo
AUM
₹850.7 Cr
₹423.36 Cr
Alpha – 1 Year
13.39%
21.75%
Alpha – 3 Years
6.74%
6.63%
Information Ratio – 3 Years
1.02
0.36
Volatility – 1 Year
18.01%
28.25%
Volatility – 3 Years
15.42%
24.90%
Beta – 1 Year
1.04
1.32
Beta – 3 Years
0.99
1.13
Sharpe Ratio – 1 Year
0.48
0.78
Sharpe Ratio – 3 Years
0.76
0.60
Worst Rolling Year
-19.06%
-5.98%
Value at Worst Rolling Year
₹0.81 Cr
₹0.94 Cr
Deepest Drawdown
−15.54%
−31.67%
Recovery Period
227 days
492 days
1-Year Rolling Windows Positive
83.40%
86.69%
Median Rolling Year
18.72%
14.66%
5-Year Rolling Windows Positive
95.45%
100.00%
Market-Cap Mix
L 53% · M 28% · S 13%
L 12% · M 6% · S 82%
Number of Stocks
—
62
Portfolio P/E
—
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
—
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%