Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow) PMS: Returns, Portfolio & Fees

PMS · Multi Asset · Multi Asset

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

Fund size₹0 Cr

IRRSince inception2.03%

Minimum investment₹50 Lakh

Fund age7 mo

Fund Manager

Sankar Kailasam

Fund Manager, Ksema Wealth

Sankar is the Chief Investment Officer for KSEMA and heads the Fund Management team. He has a Master’s Degree in Mathematics and Finance. He has nearly 3 decades of experience in capital markets in India, Saudi Arabia and Oman. He has managed a Saudi family office multi asset class portfolio worth USD 50 million in Global Markets. Prior to Joining KSEMA, he was the Head of Asset Management in a leading Gulf based AMC, Gulf Baader Capital Markets SAOC, managing investments worth USD 250 million for sovereign funds, family offices and corporate in the Gulf Region. The First Mazoon Fund managed by him was awarded the Lipper award by Reuters in 2010 for its five-year performance. He has successfully completed the Investment Advisor Certificate Examination conducted by NISM, India.

Managing AUM₹105 Cr

Growth of₹Cr

Ksema Multi Asset Portfolio (Ctrl+Alt+Grow)

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
Ksema Multi Asset Portfolio (Ctrl+Alt+Grow)	−5.50%	—	—	—	—	2.03%
Nifty 500	3.50%	—	—	—	—	4.14%
Excess over benchmark	−9.00%	—	—	—	—	−2.11%

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.

Portfolio Details : Where the money actually sits

Stocks

P/E ratio

15.87

P/B ratio

1.67

Dividend yield

5.72%

Avg market cap

₹48,963 Cr

Median market cap

₹41,565 Cr

Asset class

Multi Asset

Market cap

Large cap16.61%

Mid cap21.34%

Small cap6.46%

Cash & others55.59%

As on 31 Aug 2026

Fees

A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.

FixedPlan A · Simple

Fixed Management Fee2.50% / yr

Performance FeeNone

Hurdle RateNot applicable

VariablePlan B · Performance Linked

Fixed Management FeeNone

Performance Fee10% of profit

Hurdle RateAbove 10%

Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.

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