Ksema Wealth PMS strategies
Ksema Wealth runs 4 portfolio management strategies listed with APMI, managing ₹107 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Ksema Wealth Multicap - India Opportunities Fund | Equity | Sankar Kailasam | ₹85.34 Cr | +12.77% | +3.77 pts | 1.5% fixed or 10% of profits over 10% | ₹50 Lakhs | Aug 2026 |
| Ksema Wealth Alpha -India Opportunities | Equity | Sankar Kailasam | ₹16.03 Cr | +12.80% | +3.80 pts | 1.5% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Ksema Wealth Pvt Ltd Future Frontier Portfolio | Equity | SANKAR KAILASAM | ₹4.91 Cr | — | — | up to 2.5% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Ksema wealth pvt ltd Multi Asset Portfolio Ctrl Alt Grow | Multi Asset | — | ₹0.27 Cr | — | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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