Portfolio Management Services (PMS)Compare Schemes
Purnartha Vision Strategy vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Purnartha Vision Strategy
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.60%
3.12%
6 Months
9.69%
8.08%
1 Year
14.36%
10.16%
3 Years
13.50%
15.60%
5 Years
8.53%
—
Since Inception
11.34%
19.84%
Fund Age
5 yrs 5 mo
6 yrs 11 mo
AUM
₹190.75 Cr
₹3.18 Cr
Alpha – 1 Year
9.64%
7.18%
Alpha – 3 Years
1.41%
3.72%
Information Ratio – 3 Years
0.20
0.60
Volatility – 1 Year
24.59%
19.93%
Volatility – 3 Years
18.73%
18.09%
Beta – 1 Year
1.16
1.12
Beta – 3 Years
1.03
1.14
Sharpe Ratio – 1 Year
0.44
0.31
Sharpe Ratio – 3 Years
0.52
0.60
Worst Rolling Year
8.91%
14.68%
Value at Worst Rolling Year
₹1.09 Cr
₹1.15 Cr
Deepest Drawdown
−18.32%
−19.38%
Recovery Period
549 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.01%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 12% · S 39%
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
25.84
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –