Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
Purnartha One 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
5.45%
−1.07%
6 Months
16.85%
4.90%
1 Year
9.30%
8.20%
3 Years
14.05%
—
5 Years
14.30%
—
Since Inception
24.29%
8.35%
Fund Age
14 yrs 10 mo
2 yrs 11 mo
AUM
₹372.24 Cr
₹5.79 Cr
Alpha – 1 Year
4.58%
1.34%
Alpha – 3 Years
1.97%
—
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
21.18%
14.87%
Volatility – 3 Years
20.18%
11.97%
Beta – 1 Year
1.04
1.50
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.27
0.25
Sharpe Ratio – 3 Years
0.49
0.34
Worst Rolling Year
-10.46%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−23.77%
−10.35%
Recovery Period
99 days
92 days
1-Year Rolling Windows Positive
93.61%
—
Median Rolling Year
27.35%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 23% · M 8% · S 15%
Number of Stocks
—
—
Portfolio P/E
—
20.01
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
3% / 2% / 1%