Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
Purnartha Vision Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
5.60%
6 Months
4.47%
9.69%
1 Year
−9.70%
14.36%
3 Years
—
13.50%
5 Years
—
8.53%
Since Inception
13.40%
11.34%
Fund Age
2 yrs 8 mo
5 yrs 5 mo
AUM
₹11.72 Cr
₹190.75 Cr
Alpha – 1 Year
−4.20%
9.64%
Alpha – 3 Years
—
1.41%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
9.16%
24.59%
Volatility – 3 Years
—
18.73%
Beta – 1 Year
0.51
1.16
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
-1.67
0.44
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
8.91%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−14.15%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 17% · M 21% · S 9%
L 16% · M 12% · S 39%
Number of Stocks
—
—
Portfolio P/E
—
25.84
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%
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
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%