PMS · Equity · Multi Cap
KEDIA - Multi Cap
Fund size₹116 Cr
Alpha (3Y)1.56%
3Y return12.78%
Fund age7 yrs 3 mo
Fund Manager
Growth of₹Cr
KEDIA Multi Cap
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| KEDIA Multi Cap | 5.30% | 6.21% | 1.20% | 12.78% | 14.19% | 16.41% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.91% | 14.68% |
| Excess over benchmark | 6.32% | 1.49% | 1.31% | 0.69% | 3.28% | 1.73% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
15.69%
Benchmark approx 14.81%
A standard deviation reflecting historical swings.
Sensitivity
0.88
Beta vs benchmark 1.00 · 12% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.51
Sharpe
Excess return gained per unit of volatility.
Capture ratio
96 / 87
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −23.37% from its 16 Dec 2024 peak to a 03 Mar 2025 trough. It has not yet recovered.
Max drawdowns
−23.37%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 16 Dec 2024 | 03 Mar 2025 | −23.37% | 77 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak16 Dec 2024
Trough03 Mar 2025
Depth−23.37%
Fell over77 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Fees
VariablePlan A · Shared upsideFixed Management Fee1.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 10%
No exit load. Lock-in: Nil.
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