Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Purnartha Dynamic Midcap
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
−0.92%
−0.54%
6 Months
32.15%
12.07%
1 Year
16.77%
11.66%
3 Years
19.00%
13.52%
5 Years
20.10%
—
Since Inception
27.01%
14.98%
Fund Age
6 yrs 10 mo
3 yrs 6 mo
AUM
₹247.64 Cr
₹447.27 Cr
Alpha – 1 Year
13.79%
6.94%
Alpha – 3 Years
7.10%
1.43%
Information Ratio – 3 Years
0.30
0.13
Volatility – 1 Year
39.13%
21.15%
Volatility – 3 Years
29.47%
18.85%
Beta – 1 Year
1.87
1.14
Beta – 3 Years
1.36
1.10
Sharpe Ratio – 1 Year
0.42
0.37
Sharpe Ratio – 3 Years
0.55
0.48
Worst Rolling Year
15.03%
10.55%
Value at Worst Rolling Year
₹1.15 Cr
₹1.11 Cr
Deepest Drawdown
−35.86%
−17.40%
Recovery Period
94 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
14.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
L 28% · M 19% · S 29%
Number of Stocks
42
—
Portfolio P/E
42.30
33.83
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems 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%