Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
Purnartha One Strategy
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
15%
Nifty 500 · -5.5%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
0.32%
−1.07%
6 Months
4.47%
4.90%
1 Year
−9.70%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
13.40%
8.35%
Fund Age
2 yrs 8 mo
2 yrs 11 mo
AUM
₹11.72 Cr
₹5.79 Cr
Alpha – 1 Year
−4.20%
1.34%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
9.16%
14.87%
Volatility – 3 Years
—
11.97%
Beta – 1 Year
0.51
1.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.67
0.25
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.15%
−10.35%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 17% · M 21% · S 9%
L 23% · M 8% · S 15%
Number of Stocks
—
—
Portfolio P/E
—
20.01
Top 5 Holdings
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
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
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
—
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%