Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
5.49%
6 Months
24.60%
9.46%
1 Year
7.56%
17.52%
3 Years
20.98%
14.28%
5 Years
—
9.02%
Since Inception
24.10%
12.49%
Fund Age
4 yrs 4 mo
5 yrs 11 mo
AUM
₹3.89 Cr
₹1,633.45 Cr
Alpha – 1 Year
4.58%
12.80%
Alpha – 3 Years
9.08%
2.19%
Information Ratio – 3 Years
0.07
0.28
Volatility – 1 Year
32.74%
23.87%
Volatility – 3 Years
27.24%
18.97%
Beta – 1 Year
1.49
1.12
Beta – 3 Years
1.30
1.06
Sharpe Ratio – 1 Year
0.20
0.57
Sharpe Ratio – 3 Years
0.49
0.55
Worst Rolling Year
17.91%
7.21%
Value at Worst Rolling Year
₹1.18 Cr
₹1.07 Cr
Deepest Drawdown
−34.40%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 14% · M 11% · S 40%
Number of Stocks
27
—
Portfolio P/E
52.77
24.05
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%
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%