Portfolio Management Services (PMS)Compare Schemes
Ksema - Future Frontier Portfolio vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
Ksema - Future Frontier Portfolio
Monarch Wealth Creator Fund
1 Month
3.35%
2.85%
6 Months
27.55%
12.32%
1 Year
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—
3 Years
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5 Years
—
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Since Inception
23.98%
13.81%
Fund Age
7 mo
8 mo
AUM
₹3.83 Cr
₹279.09 Cr
Alpha – 1 Year
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Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
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Beta – 3 Years
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Sharpe Ratio – 1 Year
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Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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Recovery Period
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 18% · M 24% · S 55%
L 35% · M 34% · S 23%
Number of Stocks
32
40
Portfolio P/E
49.25
19.53
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%
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0.5% / 0.5% / 0%