Portfolio Management Services (PMS)Compare Schemes
Ocean-Avendus Olivo Core Equity Portfolio vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Ocean-Avendus Olivo Core Equity Portfolio
Purnartha Dynamic Midcap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.17%
−0.54%
6 Months
−0.88%
12.07%
1 Year
−2.91%
11.66%
3 Years
9.00%
13.52%
5 Years
9.07%
—
Since Inception
14.52%
14.98%
Fund Age
6 yrs 2 mo
3 yrs 6 mo
AUM
₹209.81 Cr
₹447.27 Cr
Alpha – 1 Year
−7.63%
6.94%
Alpha – 3 Years
−3.09%
1.43%
Information Ratio – 3 Years
-0.39
0.13
Volatility – 1 Year
14.71%
21.15%
Volatility – 3 Years
15.04%
18.85%
Beta – 1 Year
0.84
1.14
Beta – 3 Years
0.90
1.10
Sharpe Ratio – 1 Year
-0.49
0.37
Sharpe Ratio – 3 Years
0.35
0.48
Worst Rolling Year
—
10.55%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−17.40%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 28% · M 19% · S 29%
Number of Stocks
—
—
Portfolio P/E
—
33.83
Top 5 Holdings
—
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.00% / 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%