Kotak India Focus Portfolio Investment Approach

Equity

Kotak Mahindra Asset Management Company Ltd

1 Month

+2.41%

6 Months

+2.04%

1 Year

+13.04%

3 Years

+15.74%

5 Years

+14.15%

Since Inception

+15.13%

AUM

₹869 Cr

Risk & Performance (vs NIFTY 500)

Volatility

15.93%

Sharpe Ratio

1.11

Sortino Ratio

0.93

Max Drawdown

-14.25%

Beta

0.94

Alpha

+10.26%

Information Ratio

1.06

Tracking Error

7.96%

Calmar Ratio

1.74

Up Capture

110.0%

Down Capture

54.6%

Win Rate

75.6%

Best Month

+10.87%

Worst Month

-11.77%