Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
3.29%
6 Months
9.46%
14.68%
1 Year
17.52%
11.65%
3 Years
14.28%
7.09%
5 Years
9.02%
8.41%
Since Inception
12.49%
10.45%
Fund Age
5 yrs 11 mo
10 yrs 5 mo
AUM
₹1,633.45 Cr
₹24.48 Cr
Alpha – 1 Year
12.80%
12.00%
Alpha – 3 Years
2.19%
−1.90%
Information Ratio – 3 Years
0.28
-0.12
Volatility – 1 Year
23.87%
20.48%
Volatility – 3 Years
18.97%
16.32%
Beta – 1 Year
1.12
1.11
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
0.57
0.36
Sharpe Ratio – 3 Years
0.55
0.15
Worst Rolling Year
7.21%
-5.06%
Value at Worst Rolling Year
₹1.07 Cr
₹0.95 Cr
Deepest Drawdown
−20.29%
−24.00%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
13.49%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 41% · M 5% · S 35%
Number of Stocks
—
31
Portfolio P/E
24.05
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
—
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
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% / – / –