Portfolio Management Services (PMS)Compare Schemes
Ksema - Future Frontier Portfolio vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Ksema - Future Frontier Portfolio
Oro-alpha compounders
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
2.98%
6 Months
27.55%
−0.13%
1 Year
—
−2.80%
3 Years
—
13.20%
5 Years
—
—
Since Inception
23.98%
13.51%
Fund Age
7 mo
3 yrs 8 mo
AUM
₹3.83 Cr
₹30.6 Cr
Alpha – 1 Year
—
−5.78%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.16
Volatility – 1 Year
—
16.62%
Volatility – 3 Years
—
16.99%
Beta – 1 Year
—
0.93
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
-0.42
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
13.00%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−20.23%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.04%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 55%
L 44% · M 26% · S 17%
Number of Stocks
32
24
Portfolio P/E
49.25
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%