- Manager
- Ksema Wealth
- Service
- Discretionary
- Asset class
- Equity
Ksema_Multi
+1.94%
1-year return
Benchmark NIFTY50TRI −7.09% · to 30 Sep 2026
Ksema Wealth’s Ksema_Multi returned 1.94% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50TRI. It managed ₹80.64 crore across its clients.
Key numbers
- AUM
- ₹80.64 Cr
- Benchmark
- NIFTY50TRI
- Turnover, past year
- 0.38×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50TRI | Difference |
|---|---|---|---|
| 1 month | −5.46% | −6.03% | +0.57% |
| 3 months | −3.36% | −4.91% | +1.55% |
| 6 months | +10.15% | +2.13% | +8.02% |
| 1 year | +1.94% | −7.09% | +9.03% |
| 2 years | −1.11% | −5.29% | +4.18% |
| 3 years | +10.00% | +6.06% | +3.94% |
| 4 years | +14.80% | +8.48% | +6.32% |
| 5 years | +11.91% | +6.38% | +5.53% |
| Since inception | +16.45% | +11.47% | +4.98% |
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 equity93.29%₹75.23 Cr
- Cash and other6.26%₹5.05 Cr
- Debt0.45%₹0.36 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.12 Cr
- Outflow, Sep 2026
- ₹0.16 Cr
- Net, Sep 2026
- −₹0.04 Cr
- Net, FY to date
- ₹1.94 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.38×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ksema_Multi returned?
1.94% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.46%; 3 months: −3.36%; 6 months: 10.15%; 1 year: 1.94%; 2 years: −1.11%; 3 years: 10.00%; 4 years: 14.80%; 5 years: 11.91%; Since inception: 16.45%.
How has it done against its benchmark?
Its benchmark, the NIFTY50TRI, returned −7.09% over the year, so the strategy was 9.03 percentage points ahead.
How much does Ksema_Multi manage?
₹80.64 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_Multi?
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.
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