- Manager
- Ksema Wealth
- Service
- Discretionary
- Asset class
- Equity
Ksema_Alpha
+0.78%
1-year return
Benchmark NIFTY50TRI −7.09% · to 30 Sep 2026
Ksema Wealth’s Ksema_Alpha returned 0.78% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50TRI. It managed ₹14.85 crore across its clients.
Key numbers
- AUM
- ₹14.85 Cr
- Benchmark
- NIFTY50TRI
- Turnover, past year
- 0.45×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50TRI | Difference |
|---|---|---|---|
| 1 month | −6.25% | −6.03% | −0.22% |
| 3 months | −2.78% | −4.91% | +2.13% |
| 6 months | +9.41% | +2.13% | +7.28% |
| 1 year | +0.78% | −7.09% | +7.87% |
| 2 years | −1.17% | −5.29% | +4.12% |
| 3 years | +9.69% | +6.06% | +3.63% |
| 4 years | +13.86% | +8.48% | +5.38% |
| 5 years | +10.65% | +6.38% | +4.27% |
| Since inception | +14.23% | +11.47% | +2.76% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity99.60%₹14.79 Cr
- Cash and other0.40%₹0.06 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.03 Cr
- Outflow, Sep 2026
- ₹0.21 Cr
- Net, Sep 2026
- −₹0.18 Cr
- Net, FY to date
- −₹0.11 Cr
- Turnover, month
- 0.14×
- Turnover, past year
- 0.45×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ksema_Alpha returned?
0.78% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.25%; 3 months: −2.78%; 6 months: 9.41%; 1 year: 0.78%; 2 years: −1.17%; 3 years: 9.69%; 4 years: 13.86%; 5 years: 10.65%; Since inception: 14.23%.
How has it done against its benchmark?
Its benchmark, the NIFTY50TRI, returned −7.09% over the year, so the strategy was 7.87 percentage points ahead.
How much does Ksema_Alpha manage?
₹14.85 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Ksema_Alpha?
Ksema Wealth, a SEBI-registered portfolio manager (INP000006299), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app