Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
9.46%
19.55%
1 Year
17.52%
11.69%
3 Years
14.28%
15.46%
5 Years
9.02%
—
Since Inception
12.49%
23.05%
Fund Age
5 yrs 11 mo
3 yrs 4 mo
AUM
₹1,633.45 Cr
₹95.08 Cr
Alpha – 1 Year
12.80%
8.71%
Alpha – 3 Years
2.19%
3.58%
Information Ratio – 3 Years
0.28
0.52
Volatility – 1 Year
23.87%
27.25%
Volatility – 3 Years
18.97%
23.29%
Beta – 1 Year
1.12
1.44
Beta – 3 Years
1.06
1.22
Sharpe Ratio – 1 Year
0.57
0.33
Sharpe Ratio – 3 Years
0.55
0.66
Worst Rolling Year
7.21%
15.47%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
−20.29%
−32.01%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.49%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 11% · S 40%
—
Number of Stocks
—
—
Portfolio P/E
24.05
—
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 · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 25%
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%