Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Shree dynamic plan
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Shree dynamic plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
1.81%
6 Months
9.46%
1.04%
1 Year
17.52%
0.26%
3 Years
14.28%
5.24%
5 Years
9.02%
—
Since Inception
12.49%
8.72%
Fund Age
5 yrs 11 mo
3 yrs 3 mo
AUM
₹1,633.45 Cr
₹10.49 Cr
Alpha – 1 Year
12.80%
−5.71%
Alpha – 3 Years
2.19%
−5.66%
Information Ratio – 3 Years
0.28
-0.42
Volatility – 1 Year
23.87%
12.03%
Volatility – 3 Years
18.97%
9.92%
Beta – 1 Year
1.12
1.11
Beta – 3 Years
1.06
1.06
Sharpe Ratio – 1 Year
0.57
-0.37
Sharpe Ratio – 3 Years
0.55
0.02
Worst Rolling Year
7.21%
4.93%
Value at Worst Rolling Year
₹1.07 Cr
₹1.05 Cr
Deepest Drawdown
−20.29%
−12.18%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.49%
6.41%
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%