Portfolio Management Services (PMS)Compare Schemes
Ksema - Future Frontier Portfolio vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Ksema - Future Frontier Portfolio
Stallion Asset - Core Fund
Return for the risk
3 yrs return
25%
30%
35%
40%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
3.93%
6 Months
27.55%
25.32%
1 Year
—
18.21%
3 Years
—
32.70%
5 Years
—
23.63%
Since Inception
23.98%
28.38%
Fund Age
7 mo
7 yrs 10 mo
AUM
₹3.83 Cr
₹8,686.39 Cr
Alpha – 1 Year
—
13.49%
Alpha – 3 Years
—
20.61%
Information Ratio – 3 Years
—
1.92
Volatility – 1 Year
—
22.97%
Volatility – 3 Years
—
19.40%
Beta – 1 Year
—
1.12
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
—
0.61
Sharpe Ratio – 3 Years
—
1.30
Worst Rolling Year
—
17.00%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−22.23%
Recovery Period
—
227 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 55%
L 37% · M 30% · S 25%
Number of Stocks
32
43
Portfolio P/E
49.25
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%