Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Purnartha Pratham Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
5.49%
6 Months
26.95%
9.46%
1 Year
13.12%
17.52%
3 Years
17.80%
14.28%
5 Years
15.04%
9.02%
Since Inception
22.70%
12.49%
Fund Age
8 yrs
5 yrs 11 mo
AUM
₹357.26 Cr
₹1,633.45 Cr
Alpha – 1 Year
10.14%
12.80%
Alpha – 3 Years
5.90%
2.19%
Information Ratio – 3 Years
0.31
0.28
Volatility – 1 Year
32.38%
23.87%
Volatility – 3 Years
25.45%
18.97%
Beta – 1 Year
1.68
1.12
Beta – 3 Years
1.37
1.06
Sharpe Ratio – 1 Year
0.36
0.57
Sharpe Ratio – 3 Years
0.56
0.55
Worst Rolling Year
11.19%
7.21%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−26.50%
−20.29%
Recovery Period
80 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
13.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 14% · M 11% · S 40%
Number of Stocks
42
—
Portfolio P/E
42.01
24.05
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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)
0% / 0% / 0%
3% / 2% / 1%