Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Right Horizons - Perennial
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%
−0.19%
6 Months
9.46%
11.46%
1 Year
17.52%
8.21%
3 Years
14.28%
12.09%
5 Years
9.02%
11.81%
Since Inception
12.49%
13.34%
Fund Age
5 yrs 11 mo
5 yrs 3 mo
AUM
₹1,633.45 Cr
₹34.29 Cr
Alpha – 1 Year
12.80%
5.23%
Alpha – 3 Years
2.19%
0.21%
Information Ratio – 3 Years
0.28
0.17
Volatility – 1 Year
23.87%
24.84%
Volatility – 3 Years
18.97%
21.42%
Beta – 1 Year
1.12
1.25
Beta – 3 Years
1.06
1.08
Sharpe Ratio – 1 Year
0.57
0.21
Sharpe Ratio – 3 Years
0.55
0.49
Worst Rolling Year
7.21%
7.11%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−20.29%
−34.77%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.49%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 5% · M 7% · S 69%
Number of Stocks
—
37
Portfolio P/E
24.05
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
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%
2.5% / 0% / 0%