Portfolio Management Services (PMS)Compare Schemes
Purnartha Vision Strategy vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Purnartha Vision Strategy
Right Horizons - Alliance
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%
1.80%
6 Months
9.69%
2.80%
1 Year
14.36%
4.89%
3 Years
13.50%
12.23%
5 Years
8.53%
10.64%
Since Inception
11.34%
8.93%
Fund Age
5 yrs 5 mo
12 yrs
AUM
₹190.75 Cr
₹134.76 Cr
Alpha – 1 Year
9.64%
−1.08%
Alpha – 3 Years
1.41%
1.34%
Information Ratio – 3 Years
0.20
0.07
Volatility – 1 Year
24.59%
10.79%
Volatility – 3 Years
18.73%
9.62%
Beta – 1 Year
1.16
1.04
Beta – 3 Years
1.03
1.10
Sharpe Ratio – 1 Year
0.44
-0.01
Sharpe Ratio – 3 Years
0.52
0.69
Worst Rolling Year
8.91%
0.05%
Value at Worst Rolling Year
₹1.09 Cr
₹1.00 Cr
Deepest Drawdown
−18.32%
−11.50%
Recovery Period
549 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
13.01%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 12% · S 39%
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
25.84
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –