PMS · Equity · Multi Cap
Kotak India Focus Portfolio - series I
Fund size₹851 Cr
Alpha (3Y)7.43%
3Y return15.74%
Fund age14 yrs 1 mo
Fund Managers
Brijesh Ved
Principal Officer & Head- PMS, Kotak Mahindra
Over 23 years of professional work experience, of which he has spent 20 years in Asset Management Industry in India. At presently he works with Kotak AMC, as Head of Discretionary PMS. He comes with strong funds management & equity research background. He has spent two stints at Enam Asset Management (AMC) between 2004 to 2015 and 2021 to 2024. Before Enam AMC, he was with BNP Paribas Asset Management as Head of Equities- Offshore Advisory & PMS between 2015 to 2021.He holds an MBA in Finance from Monash Mt. Eliza Business School, Australia and a Bachelor of Commerce from the University of Mumbai.
Managing AUM₹928 Cr
Kotak PMS
Fund Manager, Kotak Mahindra
–
Managing AUM₹930 Cr
Growth of₹Cr
Kotak India Focus Portfolio series I
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Kotak India Focus Portfolio series I | 4.17% | 13.04% | 4.75% | 15.74% | 14.15% | 15.13% |
| NIFTY 50 TRI | −7.00% | −0.35% | −1.19% | 9.00% | 8.32% | 12.67% |
| Excess over benchmark | 11.17% | 13.39% | 5.94% | 6.74% | 5.83% | 2.46% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
15.42%
Benchmark approx 13.31%
A standard deviation reflecting historical swings.
Sensitivity
0.99
Beta vs benchmark 1.00 · 1% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.76
Sharpe
Excess return gained per unit of volatility.
Capture ratio
114 / 68
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −15.54% from its 11 Dec 2024 peak to a 28 Feb 2025 trough, and recovered on 13 Oct 2025 after 227 days.
Max drawdowns
−15.54%
Recovery period
227 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 11 Dec 2024 | 28 Feb 2025 | −15.54% | 79 days | 13 Oct 2025 | 227 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |
Scheme
Peak11 Dec 2024
Trough28 Feb 2025
Depth−15.54%
Fell over79 days
Recovered13 Oct 2025
Recovery took227 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Avg market cap
₹2.76 L Cr
Asset class
Equity
Market cap
Large cap52.98%
Mid cap28.47%
Small cap12.91%
Cash & others5.64%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 15.00% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.50% / yr
Performance Fee20% of profit
Hurdle RateAbove 10%
Exit load 2.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.
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