Portfolio Management Services (PMS)Compare Schemes
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow) vs Wealth Managers - Focused Leadership Portfolio
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.53%
4.79%
6 Months
0.57%
13.10%
1 Year
—
18.11%
3 Years
—
14.56%
5 Years
—
8.71%
Since Inception
2.03%
13.67%
Fund Age
7 mo
11 yrs 2 mo
AUM
₹0.29 Cr
₹138.06 Cr
Alpha – 1 Year
—
18.46%
Alpha – 3 Years
—
5.57%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
—
22.83%
Volatility – 3 Years
—
16.72%
Beta – 1 Year
—
1.29
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
—
0.61
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
-8.44%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
—
−17.10%
Recovery Period
—
115 days
1-Year Rolling Windows Positive
—
92.53%
Median Rolling Year
—
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 17% · M 21% · S 6%
L 38% · M 14% · S 45%
Number of Stocks
20
18
Portfolio P/E
15.87
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Others · 23.38%
Oil, Gas & Consumable Fuels · 16.98%
Realty · 13.45%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%