Portfolio Management Services (PMS)Compare Schemes
Purnartha Vision Strategy vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Purnartha Vision Strategy
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.60%
3.26%
6 Months
9.69%
4.03%
1 Year
14.36%
0.70%
3 Years
13.50%
10.01%
5 Years
8.53%
8.40%
Since Inception
11.34%
14.84%
Fund Age
5 yrs 5 mo
7 yrs 10 mo
AUM
₹190.75 Cr
₹2,937.84 Cr
Alpha – 1 Year
9.64%
−2.28%
Alpha – 3 Years
1.41%
−1.88%
Information Ratio – 3 Years
0.20
-0.37
Volatility – 1 Year
24.59%
17.90%
Volatility – 3 Years
18.73%
14.65%
Beta – 1 Year
1.16
1.00
Beta – 3 Years
1.03
0.93
Sharpe Ratio – 1 Year
0.44
-0.18
Sharpe Ratio – 3 Years
0.52
0.35
Worst Rolling Year
8.91%
7.25%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−18.32%
−18.24%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.01%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 12% · S 39%
L 58% · M 15% · S 26%
Number of Stocks
—
71
Portfolio P/E
25.84
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
—
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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%