Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Silver Arch - India Equity 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%
6.91%
6 Months
9.46%
15.63%
1 Year
17.52%
20.01%
3 Years
14.28%
17.10%
5 Years
9.02%
15.64%
Since Inception
12.49%
13.05%
Fund Age
5 yrs 11 mo
8 yrs 11 mo
AUM
₹1,633.45 Cr
₹46.46 Cr
Alpha – 1 Year
12.80%
15.29%
Alpha – 3 Years
2.19%
5.01%
Information Ratio – 3 Years
0.28
0.88
Volatility – 1 Year
23.87%
20.61%
Volatility – 3 Years
18.97%
19.98%
Beta – 1 Year
1.12
0.94
Beta – 3 Years
1.06
1.02
Sharpe Ratio – 1 Year
0.57
0.73
Sharpe Ratio – 3 Years
0.55
0.85
Worst Rolling Year
7.21%
-3.76%
Value at Worst Rolling Year
₹1.07 Cr
₹0.96 Cr
Deepest Drawdown
−20.29%
−27.72%
Recovery Period
549 days
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
13.49%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 27% · M 34% · S 33%
Number of Stocks
—
25
Portfolio P/E
24.05
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
—
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 25%
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%