Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
1.74%
13.10%
1 Year
10.49%
18.11%
3 Years
12.80%
14.56%
5 Years
12.91%
8.71%
Since Inception
15.37%
13.67%
Fund Age
7 yrs 7 mo
11 yrs 2 mo
AUM
₹15.96 Cr
₹138.06 Cr
Alpha – 1 Year
10.84%
18.46%
Alpha – 3 Years
3.80%
5.57%
Information Ratio – 3 Years
0.47
0.62
Volatility – 1 Year
19.22%
22.83%
Volatility – 3 Years
17.53%
16.72%
Beta – 1 Year
1.18
1.29
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
0.34
0.61
Sharpe Ratio – 3 Years
0.48
0.55
Worst Rolling Year
12.46%
-8.44%
Value at Worst Rolling Year
₹1.12 Cr
₹0.92 Cr
Deepest Drawdown
−19.38%
−17.10%
Recovery Period
275 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
18.63%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 38% · M 14% · S 45%
Number of Stocks
38
18
Portfolio P/E
24.65
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%