Portfolio Management Services (PMS)Compare Schemes
Kotak India Focus Portfolio - series I vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Kotak India Focus Portfolio - series I
Wright Factor Fund
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%
10.96%
6 Months
2.04%
14.84%
1 Year
13.04%
16.93%
3 Years
15.74%
—
5 Years
14.15%
—
Since Inception
15.13%
20.33%
Fund Age
14 yrs 1 mo
3 yrs
AUM
₹850.7 Cr
₹214.05 Cr
Alpha – 1 Year
13.39%
12.21%
Alpha – 3 Years
6.74%
—
Information Ratio – 3 Years
1.02
0.51
Volatility – 1 Year
18.01%
22.29%
Volatility – 3 Years
15.42%
21.03%
Beta – 1 Year
1.04
0.97
Beta – 3 Years
0.99
0.97
Sharpe Ratio – 1 Year
0.48
0.57
Sharpe Ratio – 3 Years
0.76
0.72
Worst Rolling Year
-19.06%
18.92%
Value at Worst Rolling Year
₹0.81 Cr
₹1.19 Cr
Deepest Drawdown
−15.54%
−27.91%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
83.40%
100.00%
Median Rolling Year
18.72%
19.26%
5-Year Rolling Windows Positive
95.45%
—
Market-Cap Mix
L 53% · M 28% · S 13%
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%