Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
Purnartha Vision Strategy
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%
5.60%
6 Months
7.97%
9.69%
1 Year
6.21%
14.36%
3 Years
12.78%
13.50%
5 Years
14.19%
8.53%
Since Inception
16.41%
11.34%
Fund Age
7 yrs 3 mo
5 yrs 5 mo
AUM
₹115.97 Cr
₹190.75 Cr
Alpha – 1 Year
1.49%
9.64%
Alpha – 3 Years
0.69%
1.41%
Information Ratio – 3 Years
0.20
0.20
Volatility – 1 Year
15.75%
24.59%
Volatility – 3 Years
15.69%
18.73%
Beta – 1 Year
0.82
1.16
Beta – 3 Years
0.88
1.03
Sharpe Ratio – 1 Year
0.12
0.44
Sharpe Ratio – 3 Years
0.51
0.52
Worst Rolling Year
11.84%
8.91%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−23.37%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
13.01%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 16% · M 12% · S 39%
Number of Stocks
35
—
Portfolio P/E
—
25.84
Top 5 Holdings
—
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables 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%