Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
2.04%
6.39%
1 Year
13.04%
0.37%
3 Years
15.74%
11.18%
5 Years
14.15%
—
Since Inception
15.13%
4.21%
Fund Age
14 yrs 1 mo
4 yrs 6 mo
AUM
₹850.7 Cr
₹59.82 Cr
Alpha – 1 Year
13.39%
−2.61%
Alpha – 3 Years
6.74%
−0.71%
Information Ratio – 3 Years
1.02
0.13
Volatility – 1 Year
18.01%
22.91%
Volatility – 3 Years
15.42%
17.96%
Beta – 1 Year
1.04
1.09
Beta – 3 Years
0.99
1.01
Sharpe Ratio – 1 Year
0.48
-0.11
Sharpe Ratio – 3 Years
0.76
0.38
Worst Rolling Year
-19.06%
3.87%
Value at Worst Rolling Year
₹0.81 Cr
₹1.04 Cr
Deepest Drawdown
−15.54%
−25.26%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
12.37%
5-Year Rolling Windows Positive
95.45%
—
Market-Cap Mix
L 53% · M 28% · S 13%
L 40% · M 26% · S 33%
Number of Stocks
—
35
Portfolio P/E
—
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%