Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
Purnartha Pratham Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.24%
5.49%
6 Months
7.09%
9.46%
1 Year
17.57%
17.52%
3 Years
20.39%
14.28%
5 Years
—
9.02%
Since Inception
19.75%
12.49%
Fund Age
4 yrs 2 mo
5 yrs 11 mo
AUM
₹49.8 Cr
₹1,633.45 Cr
Alpha – 1 Year
16.32%
12.80%
Alpha – 3 Years
14.92%
2.19%
Information Ratio – 3 Years
1.66
0.28
Volatility – 1 Year
7.36%
23.87%
Volatility – 3 Years
8.69%
18.97%
Beta – 1 Year
1.50
1.12
Beta – 3 Years
0.91
1.06
Sharpe Ratio – 1 Year
1.55
0.57
Sharpe Ratio – 3 Years
1.63
0.55
Worst Rolling Year
18.51%
7.21%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
—
−20.29%
Recovery Period
—
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.68%
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 14% · M 11% · S 40%
Number of Stocks
—
—
Portfolio P/E
—
24.05
Top 5 Holdings
—
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%