Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.41%
3.26%
6 Months
2.04%
4.03%
1 Year
13.04%
0.70%
3 Years
15.74%
10.01%
5 Years
14.15%
8.40%
Since Inception
15.13%
14.84%
Fund Age
14 yrs 1 mo
7 yrs 10 mo
AUM
₹850.7 Cr
₹2,937.84 Cr
Alpha – 1 Year
13.39%
−2.28%
Alpha – 3 Years
6.74%
−1.88%
Information Ratio – 3 Years
1.02
-0.37
Volatility – 1 Year
18.01%
17.90%
Volatility – 3 Years
15.42%
14.65%
Beta – 1 Year
1.04
1.00
Beta – 3 Years
0.99
0.93
Sharpe Ratio – 1 Year
0.48
-0.18
Sharpe Ratio – 3 Years
0.76
0.35
Worst Rolling Year
-19.06%
7.25%
Value at Worst Rolling Year
₹0.81 Cr
₹1.07 Cr
Deepest Drawdown
−15.54%
−18.24%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
15.22%
5-Year Rolling Windows Positive
95.45%
100.00%
Market-Cap Mix
L 53% · M 28% · S 13%
L 58% · M 15% · S 26%
Number of Stocks
—
71
Portfolio P/E
—
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
—
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%