Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Purnartha Pratham Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
5.49%
6 Months
−2.30%
9.46%
1 Year
1.68%
17.52%
3 Years
13.91%
14.28%
5 Years
—
9.02%
Since Inception
14.05%
12.49%
Fund Age
3 yrs 10 mo
5 yrs 11 mo
AUM
₹53.78 Cr
₹1,633.45 Cr
Alpha – 1 Year
−3.04%
12.80%
Alpha – 3 Years
1.82%
2.19%
Information Ratio – 3 Years
0.34
0.28
Volatility – 1 Year
15.80%
23.87%
Volatility – 3 Years
15.64%
18.97%
Beta – 1 Year
0.86
1.12
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
-0.15
0.57
Sharpe Ratio – 3 Years
0.71
0.55
Worst Rolling Year
15.78%
7.21%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−18.40%
−20.29%
Recovery Period
275 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 14% · M 11% · S 40%
Number of Stocks
—
—
Portfolio P/E
—
24.05
Top 5 Holdings
—
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%