Portfolio Management Services (PMS)Compare Schemes
Purnartha Dynamic Midcap vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Purnartha Dynamic Midcap
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.54%
7.67%
6 Months
12.07%
27.70%
1 Year
11.66%
47.52%
3 Years
13.52%
23.98%
5 Years
—
15.87%
Since Inception
14.98%
18.55%
Fund Age
3 yrs 6 mo
16 yrs 2 mo
AUM
₹447.27 Cr
₹1,022.92 Cr
Alpha – 1 Year
6.94%
42.80%
Alpha – 3 Years
1.43%
11.89%
Information Ratio – 3 Years
0.13
1.12
Volatility – 1 Year
21.15%
28.29%
Volatility – 3 Years
18.85%
20.76%
Beta – 1 Year
1.14
1.36
Beta – 3 Years
1.10
1.07
Sharpe Ratio – 1 Year
0.37
1.33
Sharpe Ratio – 3 Years
0.48
0.99
Worst Rolling Year
10.55%
-4.58%
Value at Worst Rolling Year
₹1.11 Cr
₹0.95 Cr
Deepest Drawdown
−17.40%
−19.51%
Recovery Period
122 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
14.34%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 19% · S 29%
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
33.83
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%