Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Turtle Wealth - Profit Mantra
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%
7.48%
6 Months
2.04%
9.42%
1 Year
13.04%
28.25%
3 Years
15.74%
18.47%
5 Years
14.15%
21.31%
Since Inception
15.13%
21.69%
Fund Age
14 yrs 1 mo
5 yrs
AUM
₹850.7 Cr
₹79.02 Cr
Alpha – 1 Year
13.39%
23.53%
Alpha – 3 Years
6.74%
6.38%
Information Ratio – 3 Years
1.02
0.27
Volatility – 1 Year
18.01%
18.12%
Volatility – 3 Years
15.42%
27.25%
Beta – 1 Year
1.04
0.87
Beta – 3 Years
0.99
0.86
Sharpe Ratio – 1 Year
0.48
1.18
Sharpe Ratio – 3 Years
0.76
0.56
Worst Rolling Year
-19.06%
15.67%
Value at Worst Rolling Year
₹0.81 Cr
₹1.16 Cr
Deepest Drawdown
−15.54%
−30.64%
Recovery Period
227 days
114 days
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
25.67%
5-Year Rolling Windows Positive
95.45%
100.00%
Market-Cap Mix
L 53% · M 28% · S 13%
L 10% · M 9% · S 69%
Number of Stocks
—
34
Portfolio P/E
—
57.02
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%
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%