AIF · Equity · CAT III - LONG ONLY
Purnartha AIF - Series 1
IRRSince inception12.02%
1Y return25.49%
Minimum investment₹1 Crore
Fund age2 yrs 4 mo
Fund Manager
Growth of₹Cr
Purnartha AIF Series 1
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Purnartha AIF Series 1 | — | 25.49% | 15.15% | — | — | 12.02% |
| Nifty 500 | −9.50% | 33.85% | 22.25% | — | — | 13.16% |
| Excess over benchmark | — | −8.36% | −7.10% | — | — | −1.14% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 May 2024.
Risk : What you take on to earn the return
Volatility
11.34%
Benchmark approx 9.85%
A standard deviation reflecting historical swings.
Sensitivity
0.70
Beta vs benchmark 1.00 · 30% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.59
Sharpe
Excess return gained per unit of volatility.
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