Portfolio Management Services (PMS)Compare Schemes
Purnartha One Strategy vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Purnartha One Strategy
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.07%
10.15%
6 Months
4.90%
31.39%
1 Year
8.20%
26.01%
3 Years
—
19.28%
5 Years
—
23.67%
Since Inception
8.35%
28.23%
Fund Age
2 yrs 11 mo
5 yrs 4 mo
AUM
₹5.79 Cr
₹483.07 Cr
Alpha – 1 Year
1.34%
21.29%
Alpha – 3 Years
—
7.19%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
14.87%
27.77%
Volatility – 3 Years
11.97%
26.19%
Beta – 1 Year
1.50
1.29
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.25
0.78
Sharpe Ratio – 3 Years
0.34
0.61
Worst Rolling Year
—
19.29%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−10.35%
−32.66%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 15%
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
20.01
62.66
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
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
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%
0% / 0% / 0%