Portfolio Management Services (PMS)Compare Schemes
Purnartha One Strategy vs Vansh Equity Master Approach
Add SchemeGrowth of ₹1 Crore
Purnartha One Strategy
Vansh Equity Master Approach
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 6.9%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
−1.07%
0.54%
6 Months
4.90%
7.18%
1 Year
8.20%
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3 Years
—
—
5 Years
—
—
Since Inception
8.35%
7.18%
Fund Age
2 yrs 11 mo
6 mo
AUM
₹5.79 Cr
₹0.39 Cr
Alpha – 1 Year
1.34%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
14.87%
—
Volatility – 3 Years
11.97%
—
Beta – 1 Year
1.50
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.25
—
Sharpe Ratio – 3 Years
0.34
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.35%
—
Recovery Period
92 days
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 8% · S 15%
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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%
ICICI Pru Technology Fund - Direct (G) · 10.97%
ICICI Pru Banking & Financial Services - Dir (G) · 10.46%
ICICI Pru FMCG Fund - Direct (G) · 9.51%
Aditya Birla SL Small Cap Fund - Direct (G) · 6.70%
LIC MF Manufacturing Fund - Direct (G) · 6.70%
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%