Portfolio Management Services (PMS)Compare Schemes
Ksema - Future Frontier Portfolio vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
Ksema - Future Frontier Portfolio
NMR GROWTH STRATEGY
Return for the risk
1 yr return
15%
20%
25%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
3.35%
5.30%
6 Months
27.55%
39.16%
1 Year
—
20.20%
3 Years
—
—
5 Years
—
—
Since Inception
23.98%
17.87%
Fund Age
7 mo
19 mo
AUM
₹3.83 Cr
₹82.38 Cr
Alpha – 1 Year
—
15.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
34.86%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.53
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−24.64%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 18% · M 24% · S 55%
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Number of Stocks
32
—
Portfolio P/E
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%
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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