Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Unifi Insider Shadow*
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%
4.21%
6 Months
9.46%
10.07%
1 Year
17.52%
9.44%
3 Years
14.28%
8.18%
5 Years
9.02%
8.16%
Since Inception
12.49%
14.06%
Fund Age
5 yrs 11 mo
16 yrs 4 mo
AUM
₹1,633.45 Cr
₹85.99 Cr
Alpha – 1 Year
12.80%
4.72%
Alpha – 3 Years
2.19%
−3.91%
Information Ratio – 3 Years
0.28
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Volatility – 1 Year
23.87%
17.03%
Volatility – 3 Years
18.97%
—
Beta – 1 Year
1.12
0.92
Beta – 3 Years
1.06
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Sharpe Ratio – 1 Year
0.57
0.30
Sharpe Ratio – 3 Years
0.55
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Worst Rolling Year
7.21%
—
Value at Worst Rolling Year
₹1.07 Cr
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Deepest Drawdown
−20.29%
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Recovery Period
549 days
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
13.49%
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5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 14% · M 11% · S 40%
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Number of Stocks
—
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Portfolio P/E
24.05
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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%
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Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
20% of profit, above 25%
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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