Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
5.49%
6 Months
32.15%
9.46%
1 Year
16.77%
17.52%
3 Years
19.00%
14.28%
5 Years
20.10%
9.02%
Since Inception
27.01%
12.49%
Fund Age
6 yrs 10 mo
5 yrs 11 mo
AUM
₹247.64 Cr
₹1,633.45 Cr
Alpha – 1 Year
13.79%
12.80%
Alpha – 3 Years
7.10%
2.19%
Information Ratio – 3 Years
0.30
0.28
Volatility – 1 Year
39.13%
23.87%
Volatility – 3 Years
29.47%
18.97%
Beta – 1 Year
1.87
1.12
Beta – 3 Years
1.36
1.06
Sharpe Ratio – 1 Year
0.42
0.57
Sharpe Ratio – 3 Years
0.55
0.55
Worst Rolling Year
15.03%
7.21%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−35.86%
−20.29%
Recovery Period
94 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
13.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 14% · M 11% · S 40%
Number of Stocks
42
—
Portfolio P/E
42.30
24.05
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%
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%