Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Sundaram Alternate - SISOP
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%
5.72%
6 Months
9.46%
23.48%
1 Year
17.52%
38.68%
3 Years
14.28%
26.01%
5 Years
9.02%
16.58%
Since Inception
12.49%
18.98%
Fund Age
5 yrs 11 mo
16 yrs 6 mo
AUM
₹1,633.45 Cr
₹1,885.18 Cr
Alpha – 1 Year
12.80%
33.96%
Alpha – 3 Years
2.19%
13.92%
Information Ratio – 3 Years
0.28
1.27
Volatility – 1 Year
23.87%
28.06%
Volatility – 3 Years
18.97%
20.41%
Beta – 1 Year
1.12
1.39
Beta – 3 Years
1.06
1.06
Sharpe Ratio – 1 Year
0.57
1.12
Sharpe Ratio – 3 Years
0.55
1.06
Worst Rolling Year
7.21%
-4.06%
Value at Worst Rolling Year
₹1.07 Cr
₹0.96 Cr
Deepest Drawdown
−20.29%
−18.24%
Recovery Period
549 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
13.49%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 14% · M 11% · S 40%
L 40% · M 32% · S 24%
Number of Stocks
—
28
Portfolio P/E
24.05
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%