Portfolio Management Services (PMS)Compare Schemes
Purnartha Vision Strategy vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Purnartha Vision Strategy
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.60%
10.15%
6 Months
9.69%
31.39%
1 Year
14.36%
26.01%
3 Years
13.50%
19.28%
5 Years
8.53%
23.67%
Since Inception
11.34%
28.23%
Fund Age
5 yrs 5 mo
5 yrs 4 mo
AUM
₹190.75 Cr
₹483.07 Cr
Alpha – 1 Year
9.64%
21.29%
Alpha – 3 Years
1.41%
7.19%
Information Ratio – 3 Years
0.20
0.38
Volatility – 1 Year
24.59%
27.77%
Volatility – 3 Years
18.73%
26.19%
Beta – 1 Year
1.16
1.29
Beta – 3 Years
1.03
1.20
Sharpe Ratio – 1 Year
0.44
0.78
Sharpe Ratio – 3 Years
0.52
0.61
Worst Rolling Year
8.91%
19.29%
Value at Worst Rolling Year
₹1.09 Cr
₹1.19 Cr
Deepest Drawdown
−18.32%
−32.66%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.01%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 12% · S 39%
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
25.84
62.66
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%
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
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%
0% / 0% / 0%