Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
2.20%
6 Months
9.46%
6.00%
1 Year
17.52%
4.90%
3 Years
14.28%
18.50%
5 Years
9.02%
—
Since Inception
12.49%
16.60%
Fund Age
5 yrs 11 mo
3 yrs
AUM
₹1,633.45 Cr
₹209.72 Cr
Alpha – 1 Year
12.80%
0.20%
Alpha – 3 Years
2.19%
6.40%
Information Ratio – 3 Years
0.28
1.16
Volatility – 1 Year
23.87%
19.79%
Volatility – 3 Years
18.97%
17.07%
Beta – 1 Year
1.12
1.06
Beta – 3 Years
1.06
1.05
Sharpe Ratio – 1 Year
0.57
0.07
Sharpe Ratio – 3 Years
0.55
0.81
Worst Rolling Year
7.21%
18.52%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
−20.29%
−19.68%
Recovery Period
549 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.49%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 11% · S 40%
L 67% · M 33%
Number of Stocks
—
24
Portfolio P/E
24.05
40.00
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 · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%