Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Ksema - Future Frontier Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
3.35%
6 Months
24.60%
27.55%
1 Year
7.56%
—
3 Years
20.98%
—
5 Years
—
—
Since Inception
24.10%
23.98%
Fund Age
4 yrs 4 mo
7 mo
AUM
₹3.89 Cr
₹3.83 Cr
Alpha – 1 Year
4.58%
—
Alpha – 3 Years
9.08%
—
Information Ratio – 3 Years
0.07
—
Volatility – 1 Year
32.74%
—
Volatility – 3 Years
27.24%
—
Beta – 1 Year
1.49
—
Beta – 3 Years
1.30
—
Sharpe Ratio – 1 Year
0.20
—
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
17.91%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−34.40%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.17%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 18% · M 24% · S 55%
Number of Stocks
27
32
Portfolio P/E
52.77
49.25
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Top Sectors
—
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%