Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Purnartha One Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
−1.07%
6 Months
24.60%
4.90%
1 Year
7.56%
8.20%
3 Years
20.98%
—
5 Years
—
—
Since Inception
24.10%
8.35%
Fund Age
4 yrs 4 mo
2 yrs 11 mo
AUM
₹3.89 Cr
₹5.79 Cr
Alpha – 1 Year
4.58%
1.34%
Alpha – 3 Years
9.08%
—
Information Ratio – 3 Years
0.07
—
Volatility – 1 Year
32.74%
14.87%
Volatility – 3 Years
27.24%
11.97%
Beta – 1 Year
1.49
1.50
Beta – 3 Years
1.30
—
Sharpe Ratio – 1 Year
0.20
0.25
Sharpe Ratio – 3 Years
0.49
0.34
Worst Rolling Year
17.91%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−34.40%
−10.35%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.17%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 23% · M 8% · S 15%
Number of Stocks
27
—
Portfolio P/E
52.77
20.01
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge 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%