Portfolio Management Services (PMS)Compare Schemes
Purnartha One Strategy vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Purnartha One Strategy
Right Horizons - Supervalue Aggressive
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.07%
2.93%
6 Months
4.90%
19.55%
1 Year
8.20%
11.69%
3 Years
—
15.46%
5 Years
—
—
Since Inception
8.35%
23.05%
Fund Age
2 yrs 11 mo
3 yrs 4 mo
AUM
₹5.79 Cr
₹95.08 Cr
Alpha – 1 Year
1.34%
8.71%
Alpha – 3 Years
—
3.58%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
14.87%
27.25%
Volatility – 3 Years
11.97%
23.29%
Beta – 1 Year
1.50
1.44
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
0.25
0.33
Sharpe Ratio – 3 Years
0.34
0.66
Worst Rolling Year
—
15.47%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−10.35%
−32.01%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.67%
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 25%
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%