Compare Schemes

Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow) vs Wave - Pure Alpha

Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)

Wave - Pure Alpha

Add Scheme

Growth of ₹1 Crore

Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)

Wave - Pure Alpha

Return for the risk

1 yr return

10%

15%

Wave - Pure Alpha

9.7% • vol 20%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−0.53%

−0.38%

6 Months

0.57%

6.45%

1 Year

—

9.69%

3 Years

—

5 Years

—

Since Inception

2.03%

13.06%

Fund Age

7 mo

2 yrs 5 mo

AUM

₹0.29 Cr

₹23.84 Cr

Alpha – 1 Year

—

4.97%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

20.03%

Volatility – 3 Years

—

Beta – 1 Year

—

1.04

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.29

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−13.77%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 17% · M 21% · S 6%

—

Number of Stocks

—

Portfolio P/E

15.87

—

Top 5 Holdings

Vedanta Iron & Steel Ltd · 8.22%

Nippon India ETF Hang Seng BeES · 7.87%

Knowledge Realty Trust · 7.21%

IndiGrid Infrastructure Trust · 6.79%

Nippon India Silver ETF · 6.53%

—

Top Sectors

Others · 23.38%

Oil, Gas & Consumable Fuels · 16.98%

Realty · 13.45%

—

Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

15% of profit

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

1% / 0% / 0%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.