Ksema Wealth Pvt Ltd • Equity
Ksema Wealth Alpha -India Opportunities is an equity portfolio management service (PMS) strategy run by Ksema Wealth Pvt Ltd, launched on 28 Jan 2019. As of 30 Sep 2026, it manages ₹14.85 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +0.78% over 1 year, +9.69% over 3 years and +10.65% over 5 years (+14.23% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 3.63 percentage points ahead of its benchmark. Its 3-year return ranks 89th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Sankar Kailasam.
Ranked nearby on 3-year return: Kotak Equity Portfolio Investment Approach (+9.75%), Synergy Focused Approach for Long Term (+9.75%), Trivantage Capital Select Diversified Equity Portfolio (+9.65%), PriceBridge Upswing (+9.59%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -6.25% |
| 3 Months | -2.78% |
| 1 Year | +0.78% |
| 3 Years | +9.69% |
| 5 Years | +10.65% |
| Since Inception | +14.23% |
| management fee | Fixed Fees: AMC CHARGE 1.5% |
| performance fee | Variable Fees: HURDLE RATE 10% ABOVE 10% - 10% OF PROFIT |
| exit load | 1st year :2% 2nd year: 1% 3rd year onwards :nil |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callKsema Wealth Alpha -India Opportunities has a 1-year return of +0.78%, a 3-year return of +9.69%, a 5-year return of +10.65% and +14.23% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Ksema Wealth Alpha -India Opportunities returned +10.65% against +6.38% for the Nifty 50 TRI, 4.27 percentage points ahead. Over 3 years it returned +9.69% against +6.06%; Over 1 year it returned +0.78% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Ksema Wealth Alpha -India Opportunities's 3-year return of +9.69% ranks 89th as of 30 Sep 2026.
Ksema Wealth Alpha -India Opportunities is managed by Sankar Kailasam at Ksema Wealth. The strategy manages ₹14.85 Cr of client assets as of 30 Sep 2026.
Ksema Wealth Alpha -India Opportunities manages ₹14.85 Cr of client assets as of 30 Sep 2026.
The fee structure for Ksema Wealth Alpha -India Opportunities includes: management fee: Fixed Fees: AMC CHARGE 1.5%; performance fee: Variable Fees: HURDLE RATE 10% ABOVE 10% - 10% OF PROFIT; exit load: 1st year :2% 2nd year: 1% 3rd year onwards :nil.
The minimum investment for Ksema Wealth Alpha -India Opportunities is ₹50 Lakhs.
Ksema Wealth Alpha -India Opportunities was launched on 28 Jan 2019. It has a 7-year track record.
Description
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