Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
2.04%
7.61%
1 Year
13.04%
−0.76%
3 Years
15.74%
11.28%
5 Years
14.15%
9.58%
Since Inception
15.13%
11.67%
Fund Age
14 yrs 1 mo
7 yrs 11 mo
AUM
₹850.7 Cr
₹12.5 Cr
Alpha – 1 Year
13.39%
−3.74%
Alpha – 3 Years
6.74%
−0.61%
Information Ratio – 3 Years
1.02
-0.06
Volatility – 1 Year
18.01%
20.02%
Volatility – 3 Years
15.42%
16.21%
Beta – 1 Year
1.04
1.05
Beta – 3 Years
0.99
0.91
Sharpe Ratio – 1 Year
0.48
-0.22
Sharpe Ratio – 3 Years
0.76
0.41
Worst Rolling Year
-19.06%
8.66%
Value at Worst Rolling Year
₹0.81 Cr
₹1.09 Cr
Deepest Drawdown
−15.54%
−24.66%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
14.96%
5-Year Rolling Windows Positive
95.45%
100.00%
Market-Cap Mix
L 53% · M 28% · S 13%
L 36% · M 30% · S 35%
Number of Stocks
—
15
Portfolio P/E
—
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
—
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%