Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Square 64 - Multicap
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Square 64 - Multicap
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%
5.13%
6 Months
2.04%
29.29%
1 Year
13.04%
14.37%
3 Years
15.74%
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5 Years
14.15%
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Since Inception
15.13%
7.27%
Fund Age
14 yrs 1 mo
1 yr 10 mo
AUM
₹850.7 Cr
₹108.4 Cr
Alpha – 1 Year
13.39%
9.65%
Alpha – 3 Years
6.74%
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Information Ratio – 3 Years
1.02
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Volatility – 1 Year
18.01%
30.58%
Volatility – 3 Years
15.42%
—
Beta – 1 Year
1.04
1.41
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.48
0.40
Sharpe Ratio – 3 Years
0.76
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Worst Rolling Year
-19.06%
—
Value at Worst Rolling Year
₹0.81 Cr
—
Deepest Drawdown
−15.54%
−25.30%
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%
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Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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