Portfolio Management Services (PMS)Compare Schemes
Purnartha Dynamic Midcap vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Purnartha Dynamic Midcap
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.54%
1.80%
6 Months
12.07%
2.80%
1 Year
11.66%
4.89%
3 Years
13.52%
12.23%
5 Years
—
10.64%
Since Inception
14.98%
8.93%
Fund Age
3 yrs 6 mo
12 yrs
AUM
₹447.27 Cr
₹134.76 Cr
Alpha – 1 Year
6.94%
−1.08%
Alpha – 3 Years
1.43%
1.34%
Information Ratio – 3 Years
0.13
0.07
Volatility – 1 Year
21.15%
10.79%
Volatility – 3 Years
18.85%
9.62%
Beta – 1 Year
1.14
1.04
Beta – 3 Years
1.10
1.10
Sharpe Ratio – 1 Year
0.37
-0.01
Sharpe Ratio – 3 Years
0.48
0.69
Worst Rolling Year
10.55%
0.05%
Value at Worst Rolling Year
₹1.11 Cr
₹1.00 Cr
Deepest Drawdown
−17.40%
−11.50%
Recovery Period
122 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
14.34%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 19% · S 29%
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
33.83
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –