Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
3.42%
6 Months
9.46%
2.89%
1 Year
17.52%
2.59%
3 Years
14.28%
10.39%
5 Years
9.02%
8.86%
Since Inception
12.49%
11.13%
Fund Age
5 yrs 11 mo
5 yrs 6 mo
AUM
₹1,633.45 Cr
₹63.54 Cr
Alpha – 1 Year
12.80%
−0.39%
Alpha – 3 Years
2.19%
−1.50%
Information Ratio – 3 Years
0.28
-0.34
Volatility – 1 Year
23.87%
16.68%
Volatility – 3 Years
18.97%
13.79%
Beta – 1 Year
1.12
0.95
Beta – 3 Years
1.06
0.88
Sharpe Ratio – 1 Year
0.57
-0.09
Sharpe Ratio – 3 Years
0.55
0.40
Worst Rolling Year
7.21%
6.98%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−20.29%
−15.31%
Recovery Period
549 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.49%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 69% · M 25% · S 5%
Number of Stocks
—
40
Portfolio P/E
24.05
30.67
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%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%
0% / 0% / 0%