Portfolio Management Services (PMS)Compare Schemes
Purnartha One Strategy vs Qode Tactical Fund
Add SchemeGrowth of ₹1 Crore
Purnartha One Strategy
Qode Tactical Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.9%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
−1.07%
1.73%
6 Months
4.90%
5.25%
1 Year
8.20%
18.83%
3 Years
—
—
5 Years
—
—
Since Inception
8.35%
14.12%
Fund Age
2 yrs 11 mo
1 yr 9 mo
AUM
₹5.79 Cr
₹44.15 Cr
Alpha – 1 Year
1.34%
14.11%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
14.87%
9.92%
Volatility – 3 Years
11.97%
—
Beta – 1 Year
1.50
0.25
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.25
1.27
Sharpe Ratio – 3 Years
0.34
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.35%
−6.12%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 8% · S 15%
—
Number of Stocks
—
—
Portfolio P/E
20.01
—
Top 5 Holdings
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
20% of profit, above 25%
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%