Portfolio Management Services (PMS)Compare Schemes
Purnartha Vision Strategy vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Purnartha Vision Strategy
Right Horizons - Perennial
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%
−0.19%
6 Months
9.69%
11.46%
1 Year
14.36%
8.21%
3 Years
13.50%
12.09%
5 Years
8.53%
11.81%
Since Inception
11.34%
13.34%
Fund Age
5 yrs 5 mo
5 yrs 3 mo
AUM
₹190.75 Cr
₹34.29 Cr
Alpha – 1 Year
9.64%
5.23%
Alpha – 3 Years
1.41%
0.21%
Information Ratio – 3 Years
0.20
0.17
Volatility – 1 Year
24.59%
24.84%
Volatility – 3 Years
18.73%
21.42%
Beta – 1 Year
1.16
1.25
Beta – 3 Years
1.03
1.08
Sharpe Ratio – 1 Year
0.44
0.21
Sharpe Ratio – 3 Years
0.52
0.49
Worst Rolling Year
8.91%
7.11%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−18.32%
−34.77%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.01%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 12% · S 39%
L 5% · M 7% · S 69%
Number of Stocks
—
37
Portfolio P/E
25.84
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
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%
2.5% / 0% / 0%