Portfolio Management Services (PMS)Compare Schemes
Purnartha One Strategy vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Purnartha One Strategy
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.07%
1.80%
6 Months
4.90%
2.80%
1 Year
8.20%
4.89%
3 Years
—
12.23%
5 Years
—
10.64%
Since Inception
8.35%
8.93%
Fund Age
2 yrs 11 mo
12 yrs
AUM
₹5.79 Cr
₹134.76 Cr
Alpha – 1 Year
1.34%
−1.08%
Alpha – 3 Years
—
1.34%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
14.87%
10.79%
Volatility – 3 Years
11.97%
9.62%
Beta – 1 Year
1.50
1.04
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
0.25
-0.01
Sharpe Ratio – 3 Years
0.34
0.69
Worst Rolling Year
—
0.05%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−10.35%
−11.50%
Recovery Period
92 days
80 days
1-Year Rolling Windows Positive
—
99.79%
Median Rolling Year
—
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 15%
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
20.01
25.96
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%
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% / – / –