Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
TCG Transformative Growth Portfolio
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%
2.52%
6 Months
9.46%
12.02%
1 Year
17.52%
4.98%
3 Years
14.28%
—
5 Years
9.02%
—
Since Inception
12.49%
2.03%
Fund Age
5 yrs 11 mo
1 yr 10 mo
AUM
₹1,633.45 Cr
₹167.29 Cr
Alpha – 1 Year
12.80%
0.26%
Alpha – 3 Years
2.19%
—
Information Ratio – 3 Years
0.28
—
Volatility – 1 Year
23.87%
26.96%
Volatility – 3 Years
18.97%
—
Beta – 1 Year
1.12
1.44
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.57
0.10
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
7.21%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−20.29%
−22.46%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.49%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 11% · S 40%
M 5% · S 94%
Number of Stocks
—
20
Portfolio P/E
24.05
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
—
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
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%
2.5% / 1.5% / 0%