Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
Purnartha Dynamic Midcap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
−0.54%
6 Months
7.97%
12.07%
1 Year
6.21%
11.66%
3 Years
12.78%
13.52%
5 Years
14.19%
—
Since Inception
16.41%
14.98%
Fund Age
7 yrs 3 mo
3 yrs 6 mo
AUM
₹115.97 Cr
₹447.27 Cr
Alpha – 1 Year
1.49%
6.94%
Alpha – 3 Years
0.69%
1.43%
Information Ratio – 3 Years
0.20
0.13
Volatility – 1 Year
15.75%
21.15%
Volatility – 3 Years
15.69%
18.85%
Beta – 1 Year
0.82
1.14
Beta – 3 Years
0.88
1.10
Sharpe Ratio – 1 Year
0.12
0.37
Sharpe Ratio – 3 Years
0.51
0.48
Worst Rolling Year
11.84%
10.55%
Value at Worst Rolling Year
₹1.12 Cr
₹1.11 Cr
Deepest Drawdown
−23.37%
−17.40%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
14.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 28% · M 19% · S 29%
Number of Stocks
35
—
Portfolio P/E
—
33.83
Top 5 Holdings
—
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%