Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
2.04%
31.10%
1 Year
13.04%
52.47%
3 Years
15.74%
17.74%
5 Years
14.15%
16.38%
Since Inception
15.13%
15.58%
Fund Age
14 yrs 1 mo
16 yrs 9 mo
AUM
₹850.7 Cr
₹132.42 Cr
Alpha – 1 Year
13.39%
47.75%
Alpha – 3 Years
6.74%
5.65%
Information Ratio – 3 Years
1.02
0.46
Volatility – 1 Year
18.01%
26.74%
Volatility – 3 Years
15.42%
21.32%
Beta – 1 Year
1.04
1.30
Beta – 3 Years
0.99
0.97
Sharpe Ratio – 1 Year
0.48
1.52
Sharpe Ratio – 3 Years
0.76
0.68
Worst Rolling Year
-19.06%
-15.93%
Value at Worst Rolling Year
₹0.81 Cr
₹0.84 Cr
Deepest Drawdown
−15.54%
−20.79%
Recovery Period
227 days
134 days
1-Year Rolling Windows Positive
83.40%
89.14%
Median Rolling Year
18.72%
15.32%
5-Year Rolling Windows Positive
95.45%
96.48%
Market-Cap Mix
L 53% · M 28% · S 13%
M 9% · S 83%
Number of Stocks
—
26
Portfolio P/E
—
31.63
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 · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%