Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Right Horizons - Flexi Cap
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%
4.94%
6 Months
9.46%
11.49%
1 Year
17.52%
3.89%
3 Years
14.28%
8.19%
5 Years
9.02%
11.02%
Since Inception
12.49%
10.97%
Fund Age
5 yrs 11 mo
13 yrs 8 mo
AUM
₹1,633.45 Cr
₹360.51 Cr
Alpha – 1 Year
12.80%
0.91%
Alpha – 3 Years
2.19%
−3.69%
Information Ratio – 3 Years
0.28
-0.18
Volatility – 1 Year
23.87%
23.04%
Volatility – 3 Years
18.97%
19.34%
Beta – 1 Year
1.12
1.26
Beta – 3 Years
1.06
1.17
Sharpe Ratio – 1 Year
0.57
0.04
Sharpe Ratio – 3 Years
0.55
0.30
Worst Rolling Year
7.21%
-8.10%
Value at Worst Rolling Year
₹1.07 Cr
₹0.92 Cr
Deepest Drawdown
−20.29%
−30.43%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
13.49%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 38% · M 28% · S 33%
Number of Stocks
—
29
Portfolio P/E
24.05
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
—
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%