Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
−0.04%
6 Months
9.46%
0.28%
1 Year
17.52%
2.14%
3 Years
14.28%
10.02%
5 Years
9.02%
13.15%
Since Inception
12.49%
11.46%
Fund Age
5 yrs 11 mo
8 yrs 7 mo
AUM
₹1,633.45 Cr
₹585.94 Cr
Alpha – 1 Year
12.80%
2.49%
Alpha – 3 Years
2.19%
1.02%
Information Ratio – 3 Years
0.28
0.18
Volatility – 1 Year
23.87%
16.38%
Volatility – 3 Years
18.97%
14.42%
Beta – 1 Year
1.12
1.00
Beta – 3 Years
1.06
0.96
Sharpe Ratio – 1 Year
0.57
-0.13
Sharpe Ratio – 3 Years
0.55
0.38
Worst Rolling Year
7.21%
3.37%
Value at Worst Rolling Year
₹1.07 Cr
₹1.03 Cr
Deepest Drawdown
−20.29%
−17.04%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.49%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 65% · M 26% · S 8%
Number of Stocks
—
31
Portfolio P/E
24.05
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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% / 1% / 0%