Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
9.46%
13.10%
1 Year
17.52%
18.11%
3 Years
14.28%
14.56%
5 Years
9.02%
8.71%
Since Inception
12.49%
13.67%
Fund Age
5 yrs 11 mo
11 yrs 2 mo
AUM
₹1,633.45 Cr
₹138.06 Cr
Alpha – 1 Year
12.80%
18.46%
Alpha – 3 Years
2.19%
5.57%
Information Ratio – 3 Years
0.28
0.62
Volatility – 1 Year
23.87%
22.83%
Volatility – 3 Years
18.97%
16.72%
Beta – 1 Year
1.12
1.29
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
0.57
0.61
Sharpe Ratio – 3 Years
0.55
0.55
Worst Rolling Year
7.21%
-8.44%
Value at Worst Rolling Year
₹1.07 Cr
₹0.92 Cr
Deepest Drawdown
−20.29%
−17.10%
Recovery Period
549 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
13.49%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
24.05
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 25%
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%