Know Your PMS · Monthly tearsheet
Ksema Wealth Pvt Ltd Future Frontier Portfolio
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_20269 months filedBM: NIFTY50TRI
CAGR
Needs 12 months
Total return
15.58%
Max drawdown
-13.03%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
62.50%
Best / worst month
20.5% / -9.9%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | 0.00% | -3.49% | -9.88% | 20.48% | 5.21% | 5.68% | 2.23% | 3.35% | -6.11% | – | – | – | 15.58% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Apr_2026 | 13.03% | 2 mo |
| Sep_2026 | Sep_2026 | Ongoing | 6.11% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
28.48%
Downside deviation
24.26%