Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.41%
2.31%
6 Months
2.04%
2.53%
1 Year
13.04%
6.47%
3 Years
15.74%
7.48%
5 Years
14.15%
—
Since Inception
15.13%
8.12%
Fund Age
14 yrs 1 mo
3 yrs 3 mo
AUM
₹850.7 Cr
₹32.76 Cr
Alpha – 1 Year
13.39%
−0.39%
Alpha – 3 Years
6.74%
−3.56%
Information Ratio – 3 Years
1.02
-0.35
Volatility – 1 Year
18.01%
5.60%
Volatility – 3 Years
15.42%
5.15%
Beta – 1 Year
1.04
0.43
Beta – 3 Years
0.99
0.49
Sharpe Ratio – 1 Year
0.48
0.22
Sharpe Ratio – 3 Years
0.76
0.41
Worst Rolling Year
-19.06%
6.82%
Value at Worst Rolling Year
₹0.81 Cr
₹1.07 Cr
Deepest Drawdown
−15.54%
−8.35%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
7.67%
5-Year Rolling Windows Positive
95.45%
—
Market-Cap Mix
L 53% · M 28% · S 13%
—
Number of Stocks
—
—
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%