Portfolio Management Services (PMS)Compare Schemes
Money Life - Mas Prime vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
Money Life - Mas Prime
Purnartha One Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.82%
−1.07%
6 Months
25.39%
4.90%
1 Year
17.69%
8.20%
3 Years
21.57%
—
5 Years
14.87%
—
Since Inception
17.17%
8.35%
Fund Age
6 yrs 10 mo
2 yrs 11 mo
AUM
₹119.43 Cr
₹5.79 Cr
Alpha – 1 Year
18.04%
1.34%
Alpha – 3 Years
12.57%
—
Information Ratio – 3 Years
0.68
—
Volatility – 1 Year
26.38%
14.87%
Volatility – 3 Years
21.61%
11.97%
Beta – 1 Year
0.88
1.50
Beta – 3 Years
0.85
—
Sharpe Ratio – 1 Year
0.54
0.25
Sharpe Ratio – 3 Years
0.77
0.34
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−10.35%
Recovery Period
—
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 23% · M 8% · S 15%
Number of Stocks
—
—
Portfolio P/E
—
20.01
Top 5 Holdings
—
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%