Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.41%
1.47%
6 Months
2.04%
5.42%
1 Year
13.04%
9.64%
3 Years
15.74%
10.36%
5 Years
14.15%
7.75%
Since Inception
15.13%
11.08%
Fund Age
14 yrs 1 mo
9 yrs 11 mo
AUM
₹850.7 Cr
₹66.05 Cr
Alpha – 1 Year
13.39%
9.99%
Alpha – 3 Years
6.74%
1.36%
Information Ratio – 3 Years
1.02
0.51
Volatility – 1 Year
18.01%
17.05%
Volatility – 3 Years
15.42%
14.23%
Beta – 1 Year
1.04
1.05
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
0.48
0.31
Sharpe Ratio – 3 Years
0.76
0.40
Worst Rolling Year
-19.06%
0.57%
Value at Worst Rolling Year
₹0.81 Cr
₹1.01 Cr
Deepest Drawdown
−15.54%
−17.08%
Recovery Period
227 days
233 days
1-Year Rolling Windows Positive
83.40%
99.96%
Median Rolling Year
18.72%
11.79%
5-Year Rolling Windows Positive
95.45%
100.00%
Market-Cap Mix
L 53% · M 28% · S 13%
L 84% · M 12%
Number of Stocks
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23
Portfolio P/E
—
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
—
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—