Ksema Wealth Pvt Ltd • Equity
Ksema Wealth Multicap - India Opportunities Fund 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 ₹80.64 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +1.94% over 1 year, +10.00% over 3 years and +11.91% over 5 years (+16.45% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 3.94 percentage points ahead of its benchmark. Its 3-year return ranks 83rd 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: PMS-2 Q5 (+10.15%), ICICI Prudential PMS Multi-Manager - Thematic Strategy (+10.05%), Merisis Multicap Portfolio (+9.86%), Maxiom PMS - SPARK Emerging Companies Quality-Growth (+9.77%).
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 | -5.46% |
| 3 Months | -3.36% |
| 1 Year | +1.94% |
| 3 Years | +10.00% |
| 5 Years | +11.91% |
| Since Inception | +16.45% |
| management fee | Fixed Fees: AMC CHARGE 1.5% |
| performance fee | Variable Fees: HURDLE RATE 10% ABOVE 10% : 10% OF THE 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 Multicap - India Opportunities Fund has a 1-year return of +1.94%, a 3-year return of +10.00%, a 5-year return of +11.91% and +16.45% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Ksema Wealth Multicap - India Opportunities Fund returned +11.91% against +6.38% for the Nifty 50 TRI, 5.53 percentage points ahead. Over 3 years it returned +10.00% against +6.06%; Over 1 year it returned +1.94% 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 Multicap - India Opportunities Fund's 3-year return of +10.00% ranks 83rd as of 30 Sep 2026.
Ksema Wealth Multicap - India Opportunities Fund is managed by Sankar Kailasam at Ksema Wealth. The strategy manages ₹80.64 Cr of client assets as of 30 Sep 2026.
Ksema Wealth Multicap - India Opportunities Fund manages ₹80.64 Cr of client assets as of 30 Sep 2026.
The fee structure for Ksema Wealth Multicap - India Opportunities Fund includes: management fee: Fixed Fees: AMC CHARGE 1.5%; performance fee: Variable Fees: HURDLE RATE 10% ABOVE 10% : 10% OF THE PROFIT; exit load: 1ST YEAR 2% 2ND YEAR : 1% 3RD YEAR ONWARDS-NIL.
The minimum investment for Ksema Wealth Multicap - India Opportunities Fund is ₹50 Lakhs.
Ksema Wealth Multicap - India Opportunities Fund was launched on 28 Jan 2019. It has a 7-year track record.
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