Portfolio Management Services (PMS)Compare Schemes
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO vs Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
Ksema - Future Frontier Portfolio
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.52%
3.35%
6 Months
17.08%
27.55%
1 Year
3.81%
—
3 Years
—
—
5 Years
—
—
Since Inception
7.25%
23.98%
Fund Age
2 yrs 4 mo
7 mo
AUM
₹129.96 Cr
₹3.83 Cr
Alpha – 1 Year
−0.91%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.22%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.11
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.03
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 18% · M 24% · S 55%
Number of Stocks
33
32
Portfolio P/E
36.26
49.25
Top 5 Holdings
—
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%