Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Tamohara - Q Strategy
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%
−0.46%
6 Months
9.46%
6.77%
1 Year
17.52%
7.38%
3 Years
14.28%
9.03%
5 Years
9.02%
—
Since Inception
12.49%
10.29%
Fund Age
5 yrs 11 mo
4 yrs 2 mo
AUM
₹1,633.45 Cr
₹9.69 Cr
Alpha – 1 Year
12.80%
7.73%
Alpha – 3 Years
2.19%
0.04%
Information Ratio – 3 Years
0.28
0.09
Volatility – 1 Year
23.87%
17.08%
Volatility – 3 Years
18.97%
16.18%
Beta – 1 Year
1.12
0.95
Beta – 3 Years
1.06
1.08
Sharpe Ratio – 1 Year
0.57
0.20
Sharpe Ratio – 3 Years
0.55
0.33
Worst Rolling Year
7.21%
7.39%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−20.29%
−24.88%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.49%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 11% · S 40%
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
24.05
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
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% / – / –