Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
7.67%
6 Months
9.46%
27.70%
1 Year
17.52%
47.52%
3 Years
14.28%
23.98%
5 Years
9.02%
15.87%
Since Inception
12.49%
18.55%
Fund Age
5 yrs 11 mo
16 yrs 2 mo
AUM
₹1,633.45 Cr
₹1,022.92 Cr
Alpha – 1 Year
12.80%
42.80%
Alpha – 3 Years
2.19%
11.89%
Information Ratio – 3 Years
0.28
1.12
Volatility – 1 Year
23.87%
28.29%
Volatility – 3 Years
18.97%
20.76%
Beta – 1 Year
1.12
1.36
Beta – 3 Years
1.06
1.07
Sharpe Ratio – 1 Year
0.57
1.33
Sharpe Ratio – 3 Years
0.55
0.99
Worst Rolling Year
7.21%
-4.58%
Value at Worst Rolling Year
₹1.07 Cr
₹0.95 Cr
Deepest Drawdown
−20.29%
−19.51%
Recovery Period
549 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
13.49%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
24.05
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%