Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Right Horizons - India Business Leaders
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%
3.11%
6 Months
9.46%
4.12%
1 Year
17.52%
−0.25%
3 Years
14.28%
10.95%
5 Years
9.02%
10.56%
Since Inception
12.49%
10.62%
Fund Age
5 yrs 11 mo
13 yrs 8 mo
AUM
₹1,633.45 Cr
₹41.22 Cr
Alpha – 1 Year
12.80%
0.18%
Alpha – 3 Years
2.19%
2.39%
Information Ratio – 3 Years
0.28
0.52
Volatility – 1 Year
23.87%
20.61%
Volatility – 3 Years
18.97%
17.57%
Beta – 1 Year
1.12
1.24
Beta – 3 Years
1.06
1.19
Sharpe Ratio – 1 Year
0.57
-0.18
Sharpe Ratio – 3 Years
0.55
0.46
Worst Rolling Year
7.21%
-10.52%
Value at Worst Rolling Year
₹1.07 Cr
₹0.89 Cr
Deepest Drawdown
−20.29%
−22.41%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
13.49%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 14% · M 11% · S 40%
L 70% · M 29%
Number of Stocks
—
25
Portfolio P/E
24.05
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
—
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%