The investment objective of Purnartha Focused Equity PMS is long term equity investment in selected companies with high growth.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Purnartha Focused Equity | Multi Cap | Mr. Rohit Jain | 03 March 2021 | 3Y 1M | Nifty 500 | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 14.85% | -23.05% | 52.94% | -8.20% | 0.71 | 14.00% | -0.82 | -6.80% | -0.56 | 41.18 % |
| Nifty 500 | 7.52% | -14.71% | -7.19% | 0.77 | -7.75% | -0.64 | 47.06 % | |||
| Nifty Midcap 100 | -9.42% | 3.51% | -5.91% | 0.51 | -10.53% | -0.68 | 41.18 % | |||
| Nifty Smallcap 100 | -15.29% | 20.7% | 5.41% | 0.29 | -4.05% | -0.19 | 41.18 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 22.
