Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Sincere - Metamorphosis Fund
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Sincere - Metamorphosis Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
7.54%
6 Months
9.46%
15.73%
1 Year
17.52%
16.44%
3 Years
14.28%
11.28%
5 Years
9.02%
—
Since Inception
12.49%
12.80%
Fund Age
5 yrs 11 mo
3 yrs 3 mo
AUM
₹1,633.45 Cr
₹337.26 Cr
Alpha – 1 Year
12.80%
11.72%
Alpha – 3 Years
2.19%
−0.81%
Information Ratio – 3 Years
0.28
-0.07
Volatility – 1 Year
23.87%
22.40%
Volatility – 3 Years
18.97%
20.08%
Beta – 1 Year
1.12
1.19
Beta – 3 Years
1.06
1.11
Sharpe Ratio – 1 Year
0.57
0.55
Sharpe Ratio – 3 Years
0.55
0.37
Worst Rolling Year
7.21%
9.11%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−20.29%
−28.19%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.49%
10.48%
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
2.25% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%