Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Quest Investment Managers – Multi
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
6.28%
6 Months
9.46%
16.32%
1 Year
17.52%
11.67%
3 Years
14.28%
19.26%
5 Years
9.02%
13.96%
Since Inception
12.49%
16.00%
Fund Age
5 yrs 11 mo
12 yrs
AUM
₹1,633.45 Cr
₹725.3 Cr
Alpha – 1 Year
12.80%
6.95%
Alpha – 3 Years
2.19%
7.18%
Information Ratio – 3 Years
0.28
0.87
Volatility – 1 Year
23.87%
21.97%
Volatility – 3 Years
18.97%
19.77%
Beta – 1 Year
1.12
1.15
Beta – 3 Years
1.06
1.13
Sharpe Ratio – 1 Year
0.57
0.37
Sharpe Ratio – 3 Years
0.55
0.73
Worst Rolling Year
7.21%
-10.23%
Value at Worst Rolling Year
₹1.07 Cr
₹0.90 Cr
Deepest Drawdown
−20.29%
−25.02%
Recovery Period
549 days
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
13.49%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 29% · M 26% · S 42%
Number of Stocks
—
34
Portfolio P/E
24.05
42.87
Top 5 Holdings
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
—
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%
1% / 0% / 0%