Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Sowilo Multicap Fund
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%
3.12%
6 Months
9.46%
20.18%
1 Year
17.52%
17.30%
3 Years
14.28%
18.32%
5 Years
9.02%
—
Since Inception
12.49%
21.17%
Fund Age
5 yrs 11 mo
3 yrs 2 mo
AUM
₹1,633.45 Cr
₹171.55 Cr
Alpha – 1 Year
12.80%
12.58%
Alpha – 3 Years
2.19%
6.23%
Information Ratio – 3 Years
0.28
0.82
Volatility – 1 Year
23.87%
24.39%
Volatility – 3 Years
18.97%
21.61%
Beta – 1 Year
1.12
1.30
Beta – 3 Years
1.06
1.25
Sharpe Ratio – 1 Year
0.57
0.55
Sharpe Ratio – 3 Years
0.55
0.70
Worst Rolling Year
7.21%
18.30%
Value at Worst Rolling Year
₹1.07 Cr
₹1.18 Cr
Deepest Drawdown
−20.29%
−26.88%
Recovery Period
549 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.49%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 11% · S 40%
L 4% · M 4% · S 88%
Number of Stocks
—
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
—
—
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%
1% / 0% / 0%