Portfolio Management Services (PMS)Compare Schemes
Purnartha One Strategy vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
Purnartha One Strategy
THINQWISE INDIA LONG TERM FUND
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.07%
−0.86%
6 Months
4.90%
8.56%
1 Year
8.20%
5.56%
3 Years
—
8.84%
5 Years
—
—
Since Inception
8.35%
10.12%
Fund Age
2 yrs 11 mo
3 yrs 2 mo
AUM
₹5.79 Cr
₹45.94 Cr
Alpha – 1 Year
1.34%
5.91%
Alpha – 3 Years
—
−0.16%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
14.87%
23.84%
Volatility – 3 Years
11.97%
20.02%
Beta – 1 Year
1.50
1.25
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.25
0.12
Sharpe Ratio – 3 Years
0.34
0.26
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−10.35%
−26.84%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 8% · S 15%
—
Number of Stocks
—
14
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
2.50% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%