Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Solidarity Advisors - Prudence
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%
8.45%
6 Months
9.46%
29.49%
1 Year
17.52%
37.09%
3 Years
14.28%
18.49%
5 Years
9.02%
12.39%
Since Inception
12.49%
18.64%
Fund Age
5 yrs 11 mo
10 yrs 3 mo
AUM
₹1,633.45 Cr
₹1,760.35 Cr
Alpha – 1 Year
12.80%
32.37%
Alpha – 3 Years
2.19%
6.40%
Information Ratio – 3 Years
0.28
0.52
Volatility – 1 Year
23.87%
25.02%
Volatility – 3 Years
18.97%
18.27%
Beta – 1 Year
1.12
1.22
Beta – 3 Years
1.06
0.89
Sharpe Ratio – 1 Year
0.57
1.18
Sharpe Ratio – 3 Years
0.55
0.74
Worst Rolling Year
7.21%
-0.28%
Value at Worst Rolling Year
₹1.07 Cr
₹1.00 Cr
Deepest Drawdown
−20.29%
−13.15%
Recovery Period
549 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
13.49%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 11% · S 71%
Number of Stocks
—
13
Portfolio P/E
24.05
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%