Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Right Horizons - All Seasons
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%
1.32%
6 Months
9.46%
3.83%
1 Year
17.52%
9.77%
3 Years
14.28%
13.19%
5 Years
9.02%
12.01%
Since Inception
12.49%
14.38%
Fund Age
5 yrs 11 mo
6 yrs 8 mo
AUM
₹1,633.45 Cr
₹42.66 Cr
Alpha – 1 Year
12.80%
3.80%
Alpha – 3 Years
2.19%
2.30%
Information Ratio – 3 Years
0.28
0.23
Volatility – 1 Year
23.87%
15.84%
Volatility – 3 Years
18.97%
12.64%
Beta – 1 Year
1.12
1.56
Beta – 3 Years
1.06
1.48
Sharpe Ratio – 1 Year
0.57
0.32
Sharpe Ratio – 3 Years
0.55
0.70
Worst Rolling Year
7.21%
9.09%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−20.29%
−15.18%
Recovery Period
549 days
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.49%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 37% · M 21% · S 27%
Number of Stocks
—
16
Portfolio P/E
24.05
—
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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%
2% / 1% / 0%