Portfolio Management Services (PMS)Compare Schemes
Ksema - Future Frontier Portfolio vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Ksema - Future Frontier Portfolio
Purnartha Pratham Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
5.49%
6 Months
27.55%
9.46%
1 Year
—
17.52%
3 Years
—
14.28%
5 Years
—
9.02%
Since Inception
23.98%
12.49%
Fund Age
7 mo
5 yrs 11 mo
AUM
₹3.83 Cr
₹1,633.45 Cr
Alpha – 1 Year
—
12.80%
Alpha – 3 Years
—
2.19%
Information Ratio – 3 Years
—
0.28
Volatility – 1 Year
—
23.87%
Volatility – 3 Years
—
18.97%
Beta – 1 Year
—
1.12
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
—
0.57
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
7.21%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−20.29%
Recovery Period
—
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 55%
L 14% · M 11% · S 40%
Number of Stocks
32
—
Portfolio P/E
49.25
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%