Portfolio Management Services (PMS)Compare Schemes
Purnartha One Strategy vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Purnartha One Strategy
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.07%
2.31%
6 Months
4.90%
2.53%
1 Year
8.20%
6.47%
3 Years
—
7.48%
5 Years
—
—
Since Inception
8.35%
8.12%
Fund Age
2 yrs 11 mo
3 yrs 3 mo
AUM
₹5.79 Cr
₹32.76 Cr
Alpha – 1 Year
1.34%
−0.39%
Alpha – 3 Years
—
−3.56%
Information Ratio – 3 Years
—
-0.35
Volatility – 1 Year
14.87%
5.60%
Volatility – 3 Years
11.97%
5.15%
Beta – 1 Year
1.50
0.43
Beta – 3 Years
—
0.49
Sharpe Ratio – 1 Year
0.25
0.22
Sharpe Ratio – 3 Years
0.34
0.41
Worst Rolling Year
—
6.82%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−10.35%
−8.35%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.67%
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%
—
Top Sectors
—
—
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%
3% / 2% / 1%