Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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
5.45%
5.60%
6 Months
16.85%
9.69%
1 Year
9.30%
14.36%
3 Years
14.05%
13.50%
5 Years
14.30%
8.53%
Since Inception
24.29%
11.34%
Fund Age
14 yrs 10 mo
5 yrs 5 mo
AUM
₹372.24 Cr
₹190.75 Cr
Alpha – 1 Year
4.58%
9.64%
Alpha – 3 Years
1.97%
1.41%
Information Ratio – 3 Years
0.33
0.20
Volatility – 1 Year
21.18%
24.59%
Volatility – 3 Years
20.18%
18.73%
Beta – 1 Year
1.04
1.16
Beta – 3 Years
1.12
1.03
Sharpe Ratio – 1 Year
0.27
0.44
Sharpe Ratio – 3 Years
0.49
0.52
Worst Rolling Year
-10.46%
8.91%
Value at Worst Rolling Year
₹0.90 Cr
₹1.09 Cr
Deepest Drawdown
−23.77%
−18.32%
Recovery Period
99 days
549 days
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
13.01%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 16% · M 12% · S 39%
Number of Stocks
—
—
Portfolio P/E
—
25.84
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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
1.50% / 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%