Portfolio Management Services (PMS)Compare Schemes
Purnartha Dynamic Midcap vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Purnartha Dynamic Midcap
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
12.07%
31.10%
1 Year
11.66%
52.47%
3 Years
13.52%
17.74%
5 Years
—
16.38%
Since Inception
14.98%
15.58%
Fund Age
3 yrs 6 mo
16 yrs 9 mo
AUM
₹447.27 Cr
₹132.42 Cr
Alpha – 1 Year
6.94%
47.75%
Alpha – 3 Years
1.43%
5.65%
Information Ratio – 3 Years
0.13
0.46
Volatility – 1 Year
21.15%
26.74%
Volatility – 3 Years
18.85%
21.32%
Beta – 1 Year
1.14
1.30
Beta – 3 Years
1.10
0.97
Sharpe Ratio – 1 Year
0.37
1.52
Sharpe Ratio – 3 Years
0.48
0.68
Worst Rolling Year
10.55%
-15.93%
Value at Worst Rolling Year
₹1.11 Cr
₹0.84 Cr
Deepest Drawdown
−17.40%
−20.79%
Recovery Period
122 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
14.34%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 28% · M 19% · S 29%
M 9% · S 83%
Number of Stocks
—
26
Portfolio P/E
33.83
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%