Fund Snapshot
| Parameter | Details |
| Strategy Name | Equity |
| Product Name | Equity |
| PMS Provider | Ksema Wealth Pvt Ltd |
| Benchmark | Nifty 50 TRI |
| Date of Inception | January 19, 2026 |
| Fund Age | 4 Months |
| Asset Under Management (AUM) | ₹1.75 Crores |
| Minimum Investment Amount | ₹50,00,000 (₹50 Lakhs) |
| Fixed Fees Structure | Up to 2.5% per annum |
| Variable Fees Structure | 10% of returns exceeding an annual hurdle rate of 10% (or bespoke slabs agreed case-to-case) |
| Exit Load |
1st Year: 2%
2nd Year: 1% |
Fund Purpose
The primary objective of the Future Frontier Portfolio is to provide investors with a highly resilient capital growth vehicle through an actively managed multi-asset architecture. Benchmarked against the Nifty 50 TRI, the strategy prioritizes absolute consistency of returns while maintaining a moderate risk profile. It achieves this balance by dynamically shifting capital allocations across multiple asset classes—allowing the portfolio to remain responsive to macro cycles, capture upside momentum, and deploy defensive hedges when market valuations look overheated.
Fund Philosophy
Structured Multi-Asset Framework
The foundational architecture of the fund is rooted in tactical asset diversification. Rather than tethering the investor's capital exclusively to standard equity market cycles, the strategy blends different asset categories into a single portfolio. By moving capital through distinct instruments, the fund structurally mitigates sudden drawdowns, utilizing uncorrelated asset moves to maintain an optimized risk-adjusted foundation.
Dynamic Capital Allocation Engine
At the heart of the portfolio's active management layout is its dynamic scaling mechanism. Instead of locking into rigid, static asset splits, the fund's positioning responds directly to macroeconomic variables, liquidity trends, and market sentiment overlays. This approach ensures the framework can fluidly alter weightings—accelerating exposure during strong market expansion periods and pivoting to liquid, defensive positions when global or domestic indicators signal near-term stress.
Commitment to Return Consistency
Unlike concentrated strategies that pursue hyper-growth at the expense of severe portfolio volatility, this portfolio places operational priority on steady compounding. The manager focuses heavily on risk mitigation, seeking to eliminate severe downward swings. By containing these drawdowns, the fund keeps the portfolio compounding from a higher capital baseline, which helps build sustainable long-term wealth over time.
Tailored and Aligned Fee Structures
The commercial layout of the strategy is designed around performance alignment and flexibility. By combining a fixed management fee (up to 2.5%) with a variable performance structure (10% profit-sharing above a stable 10% hurdle rate), the manager ensures their incentives match the absolute return goals of the investor. The inclusion of flexible case-by-case slabs further allows for tailored financial terms depending on the operational scale of deployment.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Ksema Wealth Pvt Ltd Future Frontier Portfolio
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Ksema Wealth Pvt Ltd
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹5.41 | -6.11 | -0.81 | 32.88 | NA | NA | NA | NA | NA | 16.40 |
| Benchmark | NA | -6.03 | -4.91 | 2.13 | NA | NA | NA | NA | NA | -11.19 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Sankar Kailasam
Mr. Sankar Kailasam serves as the Chief Investment Officer (CIO) at Ksema Wealth Pvt Ltd, leading the fund management and investment research operations. Holding a Master’s Degree in Mathematics and Finance, he brings nearly 30 years of capital markets experience spanning India and the Middle East. Over his career, he has managed significant institutional and family office assets across diverse asset classes, previously serving as the Head of Asset Management at Gulf Baader Capital Markets in the Gulf region. His fund management track record includes receiving the Lipper Award by Reuters in 2010 for outstanding five-year performance. At Ksema, he oversees the core asset allocation matrices, macro valuation analysis, and systematic risk management frameworks.
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
It means the portfolio manager does not lock your capital into a fixed 100% equity position. If the equity markets show signs of becoming overvalued or volatile, the fund can automatically dial back equity weightings and reallocate into lower-risk or defensive asset classes. This helps shield the portfolio from major broad-market corrections.
The performance fee features a built-in 10% hurdle rate. This means the portfolio manager only shares in the profits (taking a 10% cut) on the returns that exceed a 10% annualized gains threshold. If the portfolio generates a return below 10% in a given year, no variable performance fee is charged.
The exit load (2% in the first year, 1% in the second year) is designed to protect the long-term integrity of the fund. Because multi-asset strategies rely on macro cycles that take time to play out, short-term inflows and outflows create unnecessary trading friction and costs. The exit load rewards long-term investors by discouraging premature capital withdrawal.
In strict compliance with the statutory regulations laid down by the Securities and Exchange Board of India (SEBI) for all registered Portfolio Management Services, the minimum investment threshold is fixed at ₹50 Lakhs. Onboarding can be completed via direct capital injection, existing security transfers, or a combination of both.
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