Business Today
Subscribe
PMS TodayBudget 2025US NewsIndiaWeatherBT ShortsNRIEducationElection
BT GolfBT India 100BT Mindrush
Search
Advertisement
Business News
pms
Purnartha - Dynamic Midcap Strategy
Purnartha - Dynamic Midcap Strategy

Purnartha - Dynamic Midcap Strategy

  • Purnartha Investment Advisers Pvt Ltd
  • Mid Cap
  • 2
    Out of 20*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age2 years, 9 months
4.62%
4.27%
Hurdle Rate**25% or 10%
Fixed fee1.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (10.39%)
Allocation by Market Cap
Small Cap (29.66%)
Mid Cap (34.86%)
Large Cap (19.4%)
Sector Holdings
  • Financial Services19.05%
  • Healthcare14.17%
  • Capital Goods11.45%
  • Information Technology6.63%
  • Automobile and Auto Components5.93%
Stock Holdings
  • Max Healthcare Institute Ltd%
  • Titagarh Rail Systems Ltd%
  • Lloyds Metals And Energy Ltd%
  • Polycab India Ltd%
  • Ahluwalia Contracts India Ltd%

bt_logoPORTFOLIO MANAGERS

Rohit Jain
  • Manager Rank Out of 17
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr11.33%
Profile

Fund Manager Profile: Rohit is a Chartered Accountant and holds a Post-graduate diploma in Business Management. He has worked with CRISIL (an S&P Global Company) and Systematix Shares among others and carries over 13 years of experience in Equity Research for Institutional investors. Over the years, he has built extensive knowledge in financial modeling and valuations with sector expertise across major industries. Rohit also keeps himself updated on the latest developments on taxation, auditing, and compliance, which only adds to his existing wealth management and market know-how.

Other Schemes
  • table
  • Grid
Compare
Purnartha - Dynamic Midcap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
8 Out of 21
Fixed Fee
1.50%
Scheme Return
4.62%
Benchmark Return
4.27%
Purnartha - Pratham Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
171 Out of 251
Fixed Fee
No Option
Scheme Return
3.02%
Benchmark Return
4.27%
Purnartha - Vision Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
172 Out of 251
Fixed Fee
No Option
Scheme Return
3%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Feb 16, 2023
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.50%
Variable Fee
2.50%
Hurdle Rate
25% or 10%
Profit Sharing
20% Profit Sharing over 10% Hurdle or 20% Profit Sharing over 25% Hurdle
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

bt_logoINVESTMENT PHILOSOPHY

Objective

A well-diversified, sector agnostic portfolio of equity & equity related instruments based on a predefined qualitative and quantitative model which selects stocks with strong fundamentals, better value & prospective analysis that offers opportunities for delivering better returns.

Investment Approach

A well-diversified, sector agnostic portfolio of equity & equity related instruments based on a predefined qualitative and quantitative model which selects stocks with strong fundamentals, better value & prospective analysis that offers opportunities for delivering better returns.

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

Ground Report From IGI Counters: Stranded Flyers Slam IndiGo Amid Widespread Cancellations7:17Ground Report From IGI Counters: Stranded Flyers Slam IndiGo Amid Widespread Cancellations
FM Sitharaman Clarifies Cess On Demerit Goods: Fungible Funds For Defence, Public Health Support5:04FM Sitharaman Clarifies Cess On Demerit Goods: Fungible Funds For Defence, Public Health Support
India–Russia Trade to Cross $100 Billion Before 2030: PM Modi Fast-Tracks Economic Partnership2:31India–Russia Trade To Cross $100 Billion Before 2030: PM Modi Fast-Tracks Economic Partnership
Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push11:22Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push
IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide3:48IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide
India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities2:42India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities
Passengers Angry Over IndiGo Delays, Complain Of No Information3:16Passengers Angry Over IndiGo Delays, Complain Of No Information
Vikram Misri: India–Russia to Accelerate FTA, Investment Treaty and Key Connectivity Negotiations1:58Vikram Misri: India–Russia To Accelerate FTA, Investment Treaty And Key Connectivity Negotiations
‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War3:01‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War
IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions8:35IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Purnartha - Dynamic Midcap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
8 Out of 21
Fixed Fee
1.50%
Scheme Return
4.62%
Benchmark Return
4.27%
Right Horizons - Super Value
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 21
Fixed Fee
2.50%
Scheme Return
8.63%
Benchmark Return
4.27%
Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 21
Fixed Fee
2.50%
Scheme Return
8.36%
Benchmark Return
4.27%
Abans - Smart Beta Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 21
Fixed Fee
2.50%
Scheme Return
6.97%
Benchmark Return
4.27%
Equities eXpansion Target
AUM (₹ Cr)
₹288.00 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 21
Fixed Fee
2.50%
Scheme Return
6.19%
Benchmark Return
4.27%
Alphabots Midcap 29
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 21
Fixed Fee
2.50%
Scheme Return
5.27%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Purnartha Investment Advisers Pvt Ltd
Purnartha Investment Advisers Pvt Ltd manages assets worth Rs 2196.35 crores. Its current offering of PMS schemes includes 1 Mid Cap, 1 Multi Asset and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

2,196.35 (As on Oct, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Purnartha - Dynamic Midcap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
8 Out of 21
Fixed Fee
1.50%
Scheme Return
4.62%
Benchmark Return
4.27%
Purnartha One Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
10 Out of 25
Fixed Fee
1.75%
Scheme Return
3.27%
Benchmark Return
2.58%
Purnartha - Pratham Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
171 Out of 251
Fixed Fee
No Option
Scheme Return
3.02%
Benchmark Return
4.27%
Purnartha - Vision Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
172 Out of 251
Fixed Fee
No Option
Scheme Return
3%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Purnartha - Dynamic Midcap Strategy?
The hurdle rate of Purnartha - Dynamic Midcap Strategy is 25% or 10%.
What is the fixed fee charged in Purnartha - Dynamic Midcap Strategy ?
The fixed fee charged in Purnartha - Dynamic Midcap Strategy is 1.50%.
What is the variable fee charged in Purnartha - Dynamic Midcap Strategy ?
The variable fee charged in Purnartha - Dynamic Midcap Strategy is 2.50%.
What is the profit sharing in Purnartha - Dynamic Midcap Strategy ?
The profit sharing in Purnartha - Dynamic Midcap Strategy is 20% Profit Sharing over 10% Hurdle or 20% Profit Sharing over 25% Hurdle.
What is the minimum investment in Purnartha - Dynamic Midcap Strategy ?
The minimum investment in Purnartha - Dynamic Midcap Strategy is ₹50 Lacs
What type of scheme is Purnartha - Dynamic Midcap Strategy?
Purnartha - Dynamic Midcap Strategy is an Equity scheme. It falls in the Mid Cap category.
What is the inception date of Purnartha - Dynamic Midcap Strategy?
The inception date of Purnartha - Dynamic Midcap Strategy is Feb 16, 2023.
What is the exit load of Purnartha - Dynamic Midcap Strategy?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

bt_logoTop Stories