PMS · Equity · Multi Cap
Ksema - Multicap
Fund size₹84 Cr
Alpha (3Y)3.42%
3Y return12.77%
Fund age7 yrs 7 mo
Fund Manager
Sankar Kailasam
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 Multicap
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Ksema Multicap3.04%10.76%1.00%12.77%14.58%17.50%
NIFTY 50 TRI−7.00%−0.35%−1.19%9.00%8.32%12.52%
Excess over benchmark10.04%11.11%2.19%3.77%6.26%4.98%
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
17.03%
Benchmark approx 13.20%
A standard deviation reflecting historical swings.
Sensitivity
1.11
Beta vs benchmark 1.00 · 11% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.48
Sharpe
Excess return gained per unit of volatility.
Capture ratio
121 / 106
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 −20.55% from its 30 Aug 2024 peak to a 28 Feb 2025 trough, and recovered on 31 Jul 2026 after 518 days.
Max drawdowns
−20.55%
Recovery period
518 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme30 Aug 202428 Feb 2025−20.55%182 days31 Jul 2026518 days
Benchmark30 Aug 202428 Feb 2025−15.27%182 days––
Scheme
Peak30 Aug 2024
Trough28 Feb 2025
Depth−20.55%
Fell over182 days
Recovered31 Jul 2026
Recovery took518 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
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
Portfolio Details : Where the money actually sits
Stocks
51
P/E ratio
23.77
P/B ratio
3.28
Dividend yield
0.28%
Avg market cap
₹3.91 L Cr
Median market cap
₹73,328 Cr
Asset class
Equity
Market cap
Large cap53.82%
Mid cap17.69%
Small cap27.89%
Cash & others0.60%
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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