Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
4.29%
6 Months
9.46%
2.17%
1 Year
17.52%
7.07%
3 Years
14.28%
15.12%
5 Years
9.02%
—
Since Inception
12.49%
19.80%
Fund Age
5 yrs 11 mo
7 yrs 3 mo
AUM
₹1,633.45 Cr
₹7.19 Cr
Alpha – 1 Year
12.80%
7.50%
Alpha – 3 Years
2.19%
6.56%
Information Ratio – 3 Years
0.28
1.22
Volatility – 1 Year
23.87%
19.38%
Volatility – 3 Years
18.97%
16.31%
Beta – 1 Year
1.12
1.18
Beta – 3 Years
1.06
1.13
Sharpe Ratio – 1 Year
0.57
0.17
Sharpe Ratio – 3 Years
0.55
0.62
Worst Rolling Year
7.21%
14.31%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−20.29%
−17.66%
Recovery Period
549 days
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.49%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 11% · S 40%
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
24.05
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –