Watch
Often below a prior high
Roughly 58% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Ksema Alpha Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Ksema Wealth Private Limited
Age: 68 months
Trailing return from filed months
- 1Y
- 0.77%
- 3Y
- 9.70%
- 5Y
- 10.66%
- CAGR
- 15.02%
- Max DD
- -19.38%
- Calmar
- 0.78
- Track
- 68 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
18.11%
Rolling CAGR (5Y)
14.17%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Total Return
135.78%
Annualised Return
15.02%
Hit Rate
63.24%
Maximum Drawdown
-19.38%
Annualised Volatility
15.92%
Sharpe Ratio
1.05
Sortino Ratio
0.93
Consistency Score
64.2%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 34.93%
- Worst Year Return P
- 1.40%
- Median Annual Return P
- 11.24%
- Average Monthly Return P
- 1.39%
- Geometric Mean Return P
- 1.29%
- Average Drawdown P
- -2.92%
- Median Drawdown P
- -0.88%
- Max Drawdown Duration P
- 15 mo
- Average Drawdown Duration P
- 4 mo
- Time to Recovery P
- 15 mo
- Return / Max Drawdown P
- 0.78
- Return / Avg Drawdown P
- 5.69
- Ulcer Index P
- 4.94%
- Positive Rolling Periods % P
- 74.63%
- Return Stability Score P
- 21.76
- Return Persistence P
- -0.08
- Worst Rolling 12M Return P
- -7.59%
- Best Rolling 12M Return P
- 48.54%
- Maximum Monthly Loss P
- -12.82%
- Worst 3-Month Period P
- -15.76%
- Worst 6-Month Period P
- -19.01%
- Return Smoothness Index P
- 14.82
- Pain Adjusted Return P
- 5.69%
- Worst Case Investor Entry P
- -7.59%
- Capital Preservation Score P
- 80.62%
- Aggressiveness Score P
- 4.60%
- Recovery Efficiency P
- 0.62
- Downside Volatility R
- 10.79%
- Upside Volatility R
- 9.37%
- Time in Drawdown % R
- 58.21%
- VaR 95% R
- -6.17%
- VaR 99% R
- -9.30%
- CVaR 95% R
- -10.21%
- CVaR 99% R
- -12.04%
- Semi Variance R
- 0.0010
- Volatility of Drawdowns R
- 3.99%
- CAGR per Unit Drawdown R
- 0.86
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 1.40%
- Return Skewness C
- -0.53
- Return Kurtosis C
- 0.80
- Coefficient of Variation C
- 3.30
- Calmar Ratio C
- 0.78
- Sterling Ratio C
- 0.86
- Burke Ratio C
- 0.52
Filings
Month-end SEBI filings. Missing months stay blank.
KSEMA_ALPHA performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has KSEMA_ALPHA performed?
- KSEMA_ALPHA (Ksema Wealth Private Limited) shows CAGR 15.02% and max drawdown -19.38% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is KSEMA_ALPHA CAGR / max drawdown?
- CAGR is 15.02%; max drawdown is -19.38%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do KSEMA_ALPHA returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite KSEMA_ALPHA?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more