Portfolio Management Services (PMS)Compare Schemes
Purnartha Dynamic Midcap vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Purnartha Dynamic Midcap
Quest Investment Managers – Multi
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.54%
6.28%
6 Months
12.07%
16.32%
1 Year
11.66%
11.67%
3 Years
13.52%
19.26%
5 Years
—
13.96%
Since Inception
14.98%
16.00%
Fund Age
3 yrs 6 mo
12 yrs
AUM
₹447.27 Cr
₹725.3 Cr
Alpha – 1 Year
6.94%
6.95%
Alpha – 3 Years
1.43%
7.18%
Information Ratio – 3 Years
0.13
0.87
Volatility – 1 Year
21.15%
21.97%
Volatility – 3 Years
18.85%
19.77%
Beta – 1 Year
1.14
1.15
Beta – 3 Years
1.10
1.13
Sharpe Ratio – 1 Year
0.37
0.37
Sharpe Ratio – 3 Years
0.48
0.73
Worst Rolling Year
10.55%
-10.23%
Value at Worst Rolling Year
₹1.11 Cr
₹0.90 Cr
Deepest Drawdown
−17.40%
−25.02%
Recovery Period
122 days
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
14.34%
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 19% · S 29%
L 29% · M 26% · S 42%
Number of Stocks
—
34
Portfolio P/E
33.83
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
—
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%