Business Today
Subscribe
NRICareer & JobsUS NewsInvestors CornerIn PicsWeatherFuel PricesPMS TodayBT Reels
BT India at 100BT Infra SummitEY Business Today Hidden Gems 2026
Search
Advertisement
Business News
pms
Purnartha - Pratham Strategy
Purnartha - Pratham Strategy

Purnartha - Pratham Strategy

  • Purnartha Investment Advisers Pvt Ltd
  • Multi Cap AND Flexi Cap
  • Out of *
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age6 years
5.49%
-0.09%
Hurdle Rate**25.00% or 10.00% or 5.00%
Fixed feeNo Option
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

TRAILING PERFORMANCE

(As on 31/08/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (21.14%)
Allocation by Market Cap
Small Cap (39.61%)
Mid Cap (11.4%)
Large Cap (14.1%)
Sector Holdings
  • Healthcare16.74%
  • Capital Goods16.49%
  • Financial Services15%
  • Automobile and Auto Components14.34%
  • ETF13.72%
Stock Holdings
  • Finolex Cables Ltd%
  • Bajaj Finance Ltd%
  • Suzlon Energy Ltd%
  • Yatharth Hospital%
  • Pricol Ltd%

PORTFOLIO MANAGERS

Rahul Rathi
  • Manager Rank Out of 0
    i
    Rank is based on 3-year return
  • Schemes Managed0
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-Infinity%
Profile

Other Schemes
  • table
  • Grid
Compare

No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
1672.20
(As on Aug, 2026)
Inception Date
Sep 17, 2020
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

FEE STRUCTURE

Fixed Fee
No Option
Variable Fee
2.50% or 1.50% or 0.50%
Hurdle Rate
25.00% or 10.00% or 5.00%
Profit Sharing
20% Profit sharing Over 25% Hurdle Or 20% Profit sharing 10% Hurdle or 20% Profit sharing 5% Hurdle
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

INVESTMENT PHILOSOPHY

Objective

Concentrated Portfolio of Companies with High Growth and Long-Term Approach.

Investment Approach

Concentrated Portfolio of Companies with High Growth and Long-Term Approach.

Calculators

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

BT Tv

Flyadeal Expands In India Enters Mumbai After Hyderabad7:19Flyadeal Expands In India Enters Mumbai After Hyderabad
Market Bounces Back After 8 Weeks Of Fall: Is The Worst Over For Investors?1:56Market Bounces Back After 8 Weeks Of Fall: Is The Worst Over For Investors?
Airlines Seek Fuel Tax Relief As High Crude Prices Push Up Flight Costs3:02Airlines Seek Fuel Tax Relief As High Crude Prices Push Up Flight Costs
Nifty’s Next Move: Recovery Ahead Or More Pain? Piyush Pandey On Dalal Street12:25Nifty’s Next Move: Recovery Ahead Or More Pain? Piyush Pandey On Dalal Street
Jio IPO Valuation Cut To ₹11 Lakh Crore Ahead Of Mega Listing2:43Jio IPO Valuation Cut To ₹11 Lakh Crore Ahead Of Mega Listing
“India Must Become Globally Competitive”: Rajnath Singh On Maritime Power And Shipyards5:38“India Must Become Globally Competitive”: Rajnath Singh On Maritime Power And Shipyards
SIPs Stay Strong Despite Market Correction, Why Investors Are Increasing Their Monthly Investments2:33SIPs Stay Strong Despite Market Correction, Why Investors Are Increasing Their Monthly Investments
25-Year-Old Investor? Expert Suggests This 4-Fund Mutual Fund Portfolio For Long-Term Wealth1:5125-Year-Old Investor? Expert Suggests This 4-Fund Mutual Fund Portfolio For Long-Term Wealth
Dividend Yield Funds After Nifty Fall: Is This the Best Entry Point?3:28Dividend Yield Funds After Nifty Fall: Is This the Best Entry Point?
SIP Investments: Where Is The ₹30,000 Crore Monthly Flow Going? Mid & Small Caps Lead2:27SIP Investments: Where Is The ₹30,000 Crore Monthly Flow Going? Mid & Small Caps Lead
View more

PEER ANALYSIS

  • table
  • Grid
Compare

No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Purnartha Investment Advisers Pvt Ltd
Purnartha Investment Advisers Pvt Ltd manages assets worth Rs 2367.27 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

2,367.27 (As on Aug, 2026)

Number of Schemes

0
Schemes From This AMC
  • table
  • Grid
Compare

No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Purnartha - Pratham Strategy?
The hurdle rate of Purnartha - Pratham Strategy is 25.00% or 10.00% or 5.00%.
What is the fixed fee charged in Purnartha - Pratham Strategy ?
The fixed fee charged in Purnartha - Pratham Strategy is No Option.
What is the variable fee charged in Purnartha - Pratham Strategy ?
The variable fee charged in Purnartha - Pratham Strategy is 2.50% or 1.50% or 0.50%.
What is the profit sharing in Purnartha - Pratham Strategy ?
The profit sharing in Purnartha - Pratham Strategy is 20% Profit sharing Over 25% Hurdle Or 20% Profit sharing 10% Hurdle or 20% Profit sharing 5% Hurdle.
What is the minimum investment in Purnartha - Pratham Strategy ?
The minimum investment in Purnartha - Pratham Strategy is ₹50 Lacs
What type of scheme is Purnartha - Pratham Strategy?
Purnartha - Pratham Strategy is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Purnartha - Pratham Strategy?
The inception date of Purnartha - Pratham Strategy is Sep 17, 2020.
What is the exit load of Purnartha - Pratham 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.

Top Stories