Portfolio Management Services (PMS)Compare Schemes
Purnartha Vision Strategy vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Purnartha Vision Strategy
Right Horizons - Super Value Fund
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%
3.00%
6 Months
9.69%
20.83%
1 Year
14.36%
12.18%
3 Years
13.50%
13.97%
5 Years
8.53%
17.12%
Since Inception
11.34%
15.75%
Fund Age
5 yrs 5 mo
13 yrs 8 mo
AUM
₹190.75 Cr
₹205.48 Cr
Alpha – 1 Year
9.64%
9.20%
Alpha – 3 Years
1.41%
2.09%
Information Ratio – 3 Years
0.20
0.40
Volatility – 1 Year
24.59%
27.53%
Volatility – 3 Years
18.73%
22.15%
Beta – 1 Year
1.16
1.45
Beta – 3 Years
1.03
1.20
Sharpe Ratio – 1 Year
0.44
0.35
Sharpe Ratio – 3 Years
0.52
0.55
Worst Rolling Year
8.91%
-9.57%
Value at Worst Rolling Year
₹1.09 Cr
₹0.90 Cr
Deepest Drawdown
−18.32%
−29.31%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
13.01%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 16% · M 12% · S 39%
L 17% · M 21% · S 60%
Number of Stocks
—
30
Portfolio P/E
25.84
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
—
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%