Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Right Horizons - Alliance
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%
1.80%
6 Months
9.46%
2.80%
1 Year
17.52%
4.89%
3 Years
14.28%
12.23%
5 Years
9.02%
10.64%
Since Inception
12.49%
8.93%
Fund Age
5 yrs 11 mo
12 yrs
AUM
₹1,633.45 Cr
₹134.76 Cr
Alpha – 1 Year
12.80%
−1.08%
Alpha – 3 Years
2.19%
1.34%
Information Ratio – 3 Years
0.28
0.07
Volatility – 1 Year
23.87%
10.79%
Volatility – 3 Years
18.97%
9.62%
Beta – 1 Year
1.12
1.04
Beta – 3 Years
1.06
1.10
Sharpe Ratio – 1 Year
0.57
-0.01
Sharpe Ratio – 3 Years
0.55
0.69
Worst Rolling Year
7.21%
0.05%
Value at Worst Rolling Year
₹1.07 Cr
₹1.00 Cr
Deepest Drawdown
−20.29%
−11.50%
Recovery Period
549 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
13.49%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
24.05
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –