Portfolio Management Services (PMS)Compare Schemes
JM-Apex vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
JM-Apex
Purnartha One Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.10%
−1.07%
6 Months
17.39%
4.90%
1 Year
20.93%
8.20%
3 Years
17.01%
—
5 Years
—
—
Since Inception
19.54%
8.35%
Fund Age
3 yrs 6 mo
2 yrs 11 mo
AUM
₹615.02 Cr
₹5.79 Cr
Alpha – 1 Year
16.21%
1.34%
Alpha – 3 Years
4.92%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.36%
14.87%
Volatility – 3 Years
18.51%
11.97%
Beta – 1 Year
1.01
1.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.81
0.25
Sharpe Ratio – 3 Years
0.72
0.34
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.79%
−10.35%
Recovery Period
45 days
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 23% · M 8% · S 15%
Number of Stocks
—
—
Portfolio P/E
—
20.01
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%