Portfolio Management Services (PMS)Compare Schemes
Purnartha One Strategy vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
Purnartha One Strategy
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.07%
1.81%
6 Months
4.90%
1.04%
1 Year
8.20%
0.26%
3 Years
—
5.24%
5 Years
—
—
Since Inception
8.35%
8.72%
Fund Age
2 yrs 11 mo
4 yrs 3 mo
AUM
₹5.79 Cr
₹53.49 Cr
Alpha – 1 Year
1.34%
0.69%
Alpha – 3 Years
—
−3.33%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
14.87%
17.93%
Volatility – 3 Years
11.97%
23.60%
Beta – 1 Year
1.50
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.25
0.06
Sharpe Ratio – 3 Years
0.34
0.67
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.35%
−13.25%
Recovery Period
92 days
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 23% · M 8% · S 15%
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Number of Stocks
—
—
Portfolio P/E
20.01
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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%
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Top Sectors
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—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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