Portfolio Management Services (PMS)Compare Schemes
Purnartha Vision Strategy vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Purnartha Vision Strategy
Right Horizons - India Business Leaders
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%
3.11%
6 Months
9.69%
4.12%
1 Year
14.36%
−0.25%
3 Years
13.50%
10.95%
5 Years
8.53%
10.56%
Since Inception
11.34%
10.62%
Fund Age
5 yrs 5 mo
13 yrs 8 mo
AUM
₹190.75 Cr
₹41.22 Cr
Alpha – 1 Year
9.64%
0.18%
Alpha – 3 Years
1.41%
2.39%
Information Ratio – 3 Years
0.20
0.52
Volatility – 1 Year
24.59%
20.61%
Volatility – 3 Years
18.73%
17.57%
Beta – 1 Year
1.16
1.24
Beta – 3 Years
1.03
1.19
Sharpe Ratio – 1 Year
0.44
-0.18
Sharpe Ratio – 3 Years
0.52
0.46
Worst Rolling Year
8.91%
-10.52%
Value at Worst Rolling Year
₹1.09 Cr
₹0.89 Cr
Deepest Drawdown
−18.32%
−22.41%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
13.01%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 16% · M 12% · S 39%
L 70% · M 29%
Number of Stocks
—
25
Portfolio P/E
25.84
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
—
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%