Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
11.42%
6 Months
9.46%
35.03%
1 Year
17.52%
37.21%
3 Years
14.28%
27.05%
5 Years
9.02%
21.76%
Since Inception
12.49%
19.33%
Fund Age
5 yrs 11 mo
6 yrs 10 mo
AUM
₹1,633.45 Cr
₹2,975 Cr
Alpha – 1 Year
12.80%
23.77%
Alpha – 3 Years
2.19%
6.78%
Information Ratio – 3 Years
0.28
5.24
Volatility – 1 Year
23.87%
18.59%
Volatility – 3 Years
18.97%
19.39%
Beta – 1 Year
1.12
1.23
Beta – 3 Years
1.06
1.12
Sharpe Ratio – 1 Year
0.57
1.44
Sharpe Ratio – 3 Years
0.55
0.98
Worst Rolling Year
7.21%
-6.18%
Value at Worst Rolling Year
₹1.07 Cr
₹0.94 Cr
Deepest Drawdown
−20.29%
—
Recovery Period
549 days
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
13.49%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
—
Number of Stocks
—
14
Portfolio P/E
24.05
25.70
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%
—
Top Sectors
—
—
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%
3% / 2% / 1%