Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
Purnartha Vision 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%
5.60%
6 Months
7.09%
9.69%
1 Year
17.57%
14.36%
3 Years
20.39%
13.50%
5 Years
—
8.53%
Since Inception
19.75%
11.34%
Fund Age
4 yrs 2 mo
5 yrs 5 mo
AUM
₹49.8 Cr
₹190.75 Cr
Alpha – 1 Year
16.32%
9.64%
Alpha – 3 Years
14.92%
1.41%
Information Ratio – 3 Years
1.66
0.20
Volatility – 1 Year
7.36%
24.59%
Volatility – 3 Years
8.69%
18.73%
Beta – 1 Year
1.50
1.16
Beta – 3 Years
0.91
1.03
Sharpe Ratio – 1 Year
1.55
0.44
Sharpe Ratio – 3 Years
1.63
0.52
Worst Rolling Year
18.51%
8.91%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
—
−18.32%
Recovery Period
—
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.68%
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 16% · M 12% · S 39%
Number of Stocks
—
—
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
15% of profit, above 15%
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%