Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.49%
10.15%
6 Months
9.46%
31.39%
1 Year
17.52%
26.01%
3 Years
14.28%
19.28%
5 Years
9.02%
23.67%
Since Inception
12.49%
28.23%
Fund Age
5 yrs 11 mo
5 yrs 4 mo
AUM
₹1,633.45 Cr
₹483.07 Cr
Alpha – 1 Year
12.80%
21.29%
Alpha – 3 Years
2.19%
7.19%
Information Ratio – 3 Years
0.28
0.38
Volatility – 1 Year
23.87%
27.77%
Volatility – 3 Years
18.97%
26.19%
Beta – 1 Year
1.12
1.29
Beta – 3 Years
1.06
1.20
Sharpe Ratio – 1 Year
0.57
0.78
Sharpe Ratio – 3 Years
0.55
0.61
Worst Rolling Year
7.21%
19.29%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
−20.29%
−32.66%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.49%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
24.05
62.66
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
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
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%
0% / 0% / 0%