- Manager
- Ksema Wealth
- Service
- Discretionary
- Asset class
- Multi-asset
Ksema wealth pvt ltd Multi Asset Portfolio Ctrl Alt Grow
₹1.86 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Ksema Wealth’s Ksema wealth pvt ltd Multi Asset Portfolio Ctrl Alt Grow managed ₹1.86 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹1.86 Cr
- Benchmark
- NSE Multi Asset Index 2(50%NIFTY 500,20%NIFTY Medium Duration,20%NIFTY Arbitrage,10%INVIT/REIT)
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 2(50%NIFTY 500,20%NIFTY Medium Duration,20%NIFTY Arbitrage,10%INVIT/REIT) | Difference |
|---|---|---|---|
| 1 month | −2.50% | −2.85% | +0.35% |
| 3 months | −0.56% | −1.23% | +0.67% |
| 6 months | +5.25% | +6.24% | −0.99% |
| Since inception | −0.52% | +1.17% | −1.69% |
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 equity66.13%₹1.23 Cr
- Mutual funds32.26%₹0.60 Cr
- Debt1.08%₹0.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.60 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹1.60 Cr
- Net, FY to date
- ₹1.62 Cr
- Turnover, month
- 1.50×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ksema wealth pvt ltd Multi Asset Portfolio Ctrl Alt Grow returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.50%; 3 months: −0.56%; 6 months: 5.25%; Since inception: −0.52%.
How much does Ksema wealth pvt ltd Multi Asset Portfolio Ctrl Alt Grow manage?
₹1.86 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 wealth pvt ltd Multi Asset Portfolio Ctrl Alt Grow?
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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