Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.41%
2.21%
6 Months
2.04%
21.04%
1 Year
13.04%
21.34%
3 Years
15.74%
19.08%
5 Years
14.15%
23.67%
Since Inception
15.13%
—
Fund Age
14 yrs 1 mo
6 yrs 4 mo
AUM
₹850.7 Cr
₹364.08 Cr
Alpha – 1 Year
13.39%
21.69%
Alpha – 3 Years
6.74%
10.08%
Information Ratio – 3 Years
1.02
0.52
Volatility – 1 Year
18.01%
32.28%
Volatility – 3 Years
15.42%
28.08%
Beta – 1 Year
1.04
1.47
Beta – 3 Years
0.99
1.60
Sharpe Ratio – 1 Year
0.48
0.58
Sharpe Ratio – 3 Years
0.76
0.57
Worst Rolling Year
-19.06%
15.61%
Value at Worst Rolling Year
₹0.81 Cr
₹1.16 Cr
Deepest Drawdown
−15.54%
−31.98%
Recovery Period
227 days
457 days
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
28.21%
5-Year Rolling Windows Positive
95.45%
100.00%
Market-Cap Mix
L 53% · M 28% · S 13%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%