Portfolio Management Services (PMS)Compare Schemes
Ksema - Future Frontier Portfolio vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Ksema - Future Frontier Portfolio
SageOne - Smallcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
0.91%
6 Months
27.55%
22.17%
1 Year
—
13.49%
3 Years
—
12.21%
5 Years
—
11.23%
Since Inception
23.98%
22.14%
Fund Age
7 mo
7 yrs 4 mo
AUM
₹3.83 Cr
₹1,280.4 Cr
Alpha – 1 Year
—
8.77%
Alpha – 3 Years
—
0.12%
Information Ratio – 3 Years
—
0.01
Volatility – 1 Year
—
24.60%
Volatility – 3 Years
—
22.41%
Beta – 1 Year
—
1.20
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
—
0.41
Sharpe Ratio – 3 Years
—
0.39
Worst Rolling Year
—
4.49%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
—
−26.42%
Recovery Period
—
479 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 55%
S 100%
Number of Stocks
32
18
Portfolio P/E
49.25
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%