Portfolio Management Services (PMS)Compare Schemes
Purnartha Vision Strategy vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Purnartha Vision Strategy
Right Horizons - All Seasons
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
5.60%
1.32%
6 Months
9.69%
3.83%
1 Year
14.36%
9.77%
3 Years
13.50%
13.19%
5 Years
8.53%
12.01%
Since Inception
11.34%
14.38%
Fund Age
5 yrs 5 mo
6 yrs 8 mo
AUM
₹190.75 Cr
₹42.66 Cr
Alpha – 1 Year
9.64%
3.80%
Alpha – 3 Years
1.41%
2.30%
Information Ratio – 3 Years
0.20
0.23
Volatility – 1 Year
24.59%
15.84%
Volatility – 3 Years
18.73%
12.64%
Beta – 1 Year
1.16
1.56
Beta – 3 Years
1.03
1.48
Sharpe Ratio – 1 Year
0.44
0.32
Sharpe Ratio – 3 Years
0.52
0.70
Worst Rolling Year
8.91%
9.09%
Value at Worst Rolling Year
₹1.09 Cr
₹1.09 Cr
Deepest Drawdown
−18.32%
−15.18%
Recovery Period
549 days
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.01%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 12% · S 39%
L 37% · M 21% · S 27%
Number of Stocks
—
16
Portfolio P/E
25.84
—
Top 5 Holdings
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 1% / 0%