Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Shriram LEAPS
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%
4.25%
6 Months
2.04%
−2.25%
1 Year
13.04%
13.70%
3 Years
15.74%
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5 Years
14.15%
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Since Inception
15.13%
13.96%
Fund Age
14 yrs 1 mo
18 mo
AUM
₹850.7 Cr
₹0.37 Cr
Alpha – 1 Year
13.39%
14.05%
Alpha – 3 Years
6.74%
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Information Ratio – 3 Years
1.02
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Volatility – 1 Year
18.01%
17.89%
Volatility – 3 Years
15.42%
—
Beta – 1 Year
1.04
0.96
Beta – 3 Years
0.99
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Sharpe Ratio – 1 Year
0.48
0.51
Sharpe Ratio – 3 Years
0.76
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Worst Rolling Year
-19.06%
—
Value at Worst Rolling Year
₹0.81 Cr
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Deepest Drawdown
−15.54%
−15.73%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
—
Median Rolling Year
18.72%
—
5-Year Rolling Windows Positive
95.45%
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Market-Cap Mix
L 53% · M 28% · S 13%
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Number of Stocks
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Portfolio P/E
—
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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%
Nippon India Silver ETF · 23.02%
Nippon India ETF Gold BeES · 16.92%
State Bank of India · 8.52%
CSB Bank Ltd · 7.11%
HDFC Bank Ltd · 5.12%
Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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