Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Right Horizons - Super Value Fund
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%
3.00%
6 Months
9.46%
20.83%
1 Year
17.52%
12.18%
3 Years
14.28%
13.97%
5 Years
9.02%
17.12%
Since Inception
12.49%
15.75%
Fund Age
5 yrs 11 mo
13 yrs 8 mo
AUM
₹1,633.45 Cr
₹205.48 Cr
Alpha – 1 Year
12.80%
9.20%
Alpha – 3 Years
2.19%
2.09%
Information Ratio – 3 Years
0.28
0.40
Volatility – 1 Year
23.87%
27.53%
Volatility – 3 Years
18.97%
22.15%
Beta – 1 Year
1.12
1.45
Beta – 3 Years
1.06
1.20
Sharpe Ratio – 1 Year
0.57
0.35
Sharpe Ratio – 3 Years
0.55
0.55
Worst Rolling Year
7.21%
-9.57%
Value at Worst Rolling Year
₹1.07 Cr
₹0.90 Cr
Deepest Drawdown
−20.29%
−29.31%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
13.49%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 14% · M 11% · S 40%
L 17% · M 21% · S 60%
Number of Stocks
—
30
Portfolio P/E
24.05
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
—
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%