KSEMA - Alpha
Theme Description
The fund seeks long-term capital appreciation by investing substantially in the equity of companies that are leaders in their industries/segment of industries, and which the managers believe are suitable for a buy-and-hold strategy.
Theme Policy
KSEMA Alpha - Top Holdings
| COMPANY | HOLDINGS (%) |
| ICICI Bank Ltd | 6.78% |
| Hindustan Aeronautics Ltd | 6.58% |
| State Bank of India | 6.44% |
| Larsen & Toubro Ltd | 6.06% |
| Canara Bank | 5.9% |
| Reliance Industries Ltd | 5.38% |
| Infosys Ltd | 4.24% |
| Mahindra & Mahindra Ltd | 4.22% |
| Tata Consultancy Services Ltd | 4.13% |
| Axis Bank Ltd | 4.01% |
| HDFC Bank Ltd | 3.91% |
| Dishman Carbogen Amcis Ltd | 3.63% |
| Tata Motors Ltd | 3.41% |
| Sun Pharmaceutical Industries Ltd | 3.31% |
| Tata Motors Ltd - DVR | 3.26% |
| Nitin Spinners Ltd | 2.92% |
| HCL Technologies Ltd | 2.88% |
| Bharat Electronics Ltd | 2.45% |
| Bharat Forge Ltd | 1.87% |
| Va Tech Vabag Ltd | 1.82% |
KSEMA Alpha - Market Cap Allocation
KSEMA Alpha - Sector-wise Holdings
Performance - Statistical Analysis
KSEMA India Opportunities
| SINCE JAN 2019 | ALPHA | NIFTY50TRI |
| Average Monthly Return | 1.88% | 1.42% |
| Monthly Maximum Loss | -24.3% | -23.0% |
| Month of Maximum Loss | Mar-20 | Mar-20 |
| Annualized Return | 22.6% | 16.4% |
| Annualized Volatility | 19.7% | 18.5% |
| % of Winning Months (Against Benchmark) | 62.9% | NA |
| % of Gained Months | 69.4% | 62.9% |
| YTD | 52.3% | 30.1% |
| Sharpe (RF 7.5%) | 0.77 | 0.48 |
| Alpha | 7.18% | NA |
Performance Analysis
Rs 1 Lac Invested Would Be Worth
Alpha
Performance Analysis
Period Wise
Alpha - India Opportunities
Performance Track Record
Market Trends
Alpha - Up Vs Dn
Disclaimer
This presentation is for information purposes only and is not an offer to sell or a solicitation to buy any Securities. The views expressed herein are based on the basis of internal data, publicly available information & other sources believed to be reliable. Any calculations made are approximations meant as guidelines only, which need to be confirmed before relying on them. These views alone are not sufficient and should not be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions and estimates included here constitute our view as of this date and are subject to change without notice. Neither Ksema Wealth Private Limited, nor any person connected with it, accepts any liability arising from the use of this information. The recipient of this material should rely on their investigations and take their own professional advice