Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
MASK Prime Picks
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
1.08%
1.74%
6 Months
1.74%
3.03%
1 Year
10.49%
3.99%
3 Years
12.80%
8.85%
5 Years
12.91%
8.35%
Since Inception
15.37%
10.50%
Fund Age
7 yrs 7 mo
8 yrs 2 mo
AUM
₹15.96 Cr
₹274.26 Cr
Alpha – 1 Year
10.84%
−0.73%
Alpha – 3 Years
3.80%
−3.23%
Information Ratio – 3 Years
0.47
-0.72
Volatility – 1 Year
19.22%
15.72%
Volatility – 3 Years
17.53%
15.15%
Beta – 1 Year
1.18
0.89
Beta – 3 Years
1.15
0.94
Sharpe Ratio – 1 Year
0.34
-0.08
Sharpe Ratio – 3 Years
0.48
0.27
Worst Rolling Year
12.46%
7.13%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−19.38%
−20.31%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.63%
15.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 48% · M 27% · S 18%
Number of Stocks
38
40
Portfolio P/E
24.65
30.14
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%