Portfolio Management Services (PMS)Compare Schemes
Ksema - Future Frontier Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Ksema - Future Frontier Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
7.67%
6 Months
27.55%
27.70%
1 Year
—
47.52%
3 Years
—
23.98%
5 Years
—
15.87%
Since Inception
23.98%
18.55%
Fund Age
7 mo
16 yrs 2 mo
AUM
₹3.83 Cr
₹1,022.92 Cr
Alpha – 1 Year
—
42.80%
Alpha – 3 Years
—
11.89%
Information Ratio – 3 Years
—
1.12
Volatility – 1 Year
—
28.29%
Volatility – 3 Years
—
20.76%
Beta – 1 Year
—
1.36
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
—
1.33
Sharpe Ratio – 3 Years
—
0.99
Worst Rolling Year
—
-4.58%
Value at Worst Rolling Year
—
₹0.95 Cr
Deepest Drawdown
—
−19.51%
Recovery Period
—
115 days
1-Year Rolling Windows Positive
—
97.86%
Median Rolling Year
—
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 55%
L 22% · M 32% · S 42%
Number of Stocks
32
26
Portfolio P/E
49.25
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%