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FIRST--Moderate strategy vs Purnartha Vision Strategy

FIRST--Moderate strategy

Purnartha Vision Strategy

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Growth of ₹1 Crore

FIRST--Moderate strategy

Purnartha Vision Strategy

Return for the risk

3 yrs return

10%

15%

20%

Purnartha Vision Strategy

13.5% • vol 18.7%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.61%

5.60%

6 Months

4.10%

9.69%

1 Year

8.70%

14.36%

3 Years

—

13.50%

5 Years

—

8.53%

Since Inception

9.63%

11.34%

Fund Age

2 yrs 4 mo

5 yrs 5 mo

AUM

₹98.62 Cr

₹190.75 Cr

Alpha – 1 Year

3.50%

9.64%

Alpha – 3 Years

—

1.41%

Information Ratio – 3 Years

—

0.20

Volatility – 1 Year

0.83%

24.59%

Volatility – 3 Years

—

18.73%

Beta – 1 Year

0.26

1.16

Beta – 3 Years

—

1.03

Sharpe Ratio – 1 Year

3.58

0.44

Sharpe Ratio – 3 Years

—

0.52

Worst Rolling Year

—

8.91%

Value at Worst Rolling Year

—

₹1.09 Cr

Deepest Drawdown

—

−18.32%

Recovery Period

—

549 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

13.01%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

L 16% · M 12% · S 39%

Number of Stocks

—

Portfolio P/E

—

25.84

Top 5 Holdings

—

Suzlon Energy Ltd · 0.00%

Pricol Ltd · 0.00%

Bajaj Finance Ltd · 0.00%

Yatharth Hospital & Trauma Care Services Ltd · 0.00%

Finolex Cables Ltd · 0.00%

Top Sectors

—

Fixed Fee

1.00% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

20% of profit, above 25%

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

3% / 2% / 1%

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