Portfolio Management Services (PMS)Compare Schemes
Purnartha One Strategy vs Vansh Equity Multi Cap Approach
Add SchemeGrowth of ₹1 Crore
Purnartha One Strategy
Vansh Equity Multi Cap 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%
−0.14%
6 Months
4.90%
6.34%
1 Year
8.20%
—
3 Years
—
—
5 Years
—
—
Since Inception
8.35%
5.82%
Fund Age
2 yrs 11 mo
6 mo
AUM
₹5.79 Cr
₹15.37 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%
—
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%
Tech Mahindra Ltd · 4.43%
ICICI Bank Ltd · 3.56%
Fortis Healthcare Ltd · 3.00%
Hatsun Agro Product Ltd · 2.84%
Tata Consumer Products Ltd · 2.73%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%