Business Today
Subscribe
NRICareer & JobsUS NewsIn PicsWeatherPetrol PricesDiesel PricesPMS TodayBT Reels
BT Infra SummitLenovo FIFA World Cup 2026EY 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
  • 113
    Out of 143*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age5 years, 11 months
-1.33%
2.19%
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 31/07/2026)
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 (40.21%)
Allocation by Market Cap
Small Cap (34.11%)
Mid Cap (12.06%)
Large Cap (13.59%)
Sector Holdings
  • Capital Goods15.78%
  • Financial Services14.41%
  • Automobile and Auto Components12.93%
  • Healthcare12.42%
  • Consumer Services8.45%
Stock Holdings
  • Finolex Cables Ltd%
  • Bajaj Finance Ltd%
  • Suzlon Energy Ltd%
  • Yatharth Hospital%
  • Pricol Ltd%

PORTFOLIO MANAGERS

Rahul Rathi
  • Manager Rank116 Out of 198
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr9.13%
Profile

Other Schemes
  • table
  • Grid
Compare
Purnartha - Pratham Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25.00% or 10.00% or 5.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
250 Out of 284
Fixed Fee
No Option
Scheme Return
-1.33%
Benchmark Return
2.19%
Purnartha - Vision Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25.00% or 10.00% or 5.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
262 Out of 284
Fixed Fee
No Option
Scheme Return
-2.05%
Benchmark Return
2.19%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jul, 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

“Fresh Breath In Tamil Nadu Politics”: K Annamalai Assesses Vijay’s First 100 Days5:19“Fresh Breath In Tamil Nadu Politics”: K Annamalai Assesses Vijay’s First 100 Days
Mahindra Scorpio Lifestyler Walkaround | New Pickup Under ₹19.79 Lakh!2:47Mahindra Scorpio Lifestyler Walkaround | New Pickup Under ₹19.79 Lakh!
Mahindra BE 6 Sport Teq Launched At ₹11.45 Lakh With BaaS | New Tech, Gemini AI & More3:27Mahindra BE 6 Sport Teq Launched At ₹11.45 Lakh With BaaS | New Tech, Gemini AI & More
The week's Tech News By AI Sana | Tech Gear EP 142:15The week's Tech News By AI Sana | Tech Gear EP 14
Mahindra BE 6 Sport Teq Design Decoded | Pratap Bose Reveals What’s New6:44Mahindra BE 6 Sport Teq Design Decoded | Pratap Bose Reveals What’s New
Mahindra Eyes More SUV Market Share, Says India Ready For Pickup Trucks8:55Mahindra Eyes More SUV Market Share, Says India Ready For Pickup Trucks
Vande Mataram: Why BJP Is Targeting Sonia Gandhi & Rahul Gandhi Over Full National Song4:49Vande Mataram: Why BJP Is Targeting Sonia Gandhi & Rahul Gandhi Over Full National Song
Business Today Presents India@100: India’s Manufacturing Champions | Building Viksit Bharat0:51Business Today Presents India@100: India’s Manufacturing Champions | Building Viksit Bharat
“Banks Must Set The Tone”: Nirmala Sitharaman On India’s Viksit Bharat 2047 Vision3:56“Banks Must Set The Tone”: Nirmala Sitharaman On India’s Viksit Bharat 2047 Vision
India’s Private Space Revolution: How Skyroot’s Vikram-1 Rocket Is Rewriting History3:14India’s Private Space Revolution: How Skyroot’s Vikram-1 Rocket Is Rewriting History
View more

PEER ANALYSIS

  • table
  • Grid
Compare
Purnartha - Pratham Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25.00% or 10.00% or 5.00%
Benchmark
S&P BSE 500 TRI
Category Rank
249 Out of 284
Fixed Fee
No Option
Scheme Return
-1.33%
Benchmark Return
2.19%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 284
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
2.19%
Emkay - Capital Builder
AUM (₹ Cr)
₹575.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 284
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
2.19%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 284
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
2.19%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 284
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
2.19%
Dynamic
AUM (₹ Cr)
₹204.29 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 284
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
2.36%
*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 2301.89 crores. Its current offering of PMS schemes includes 1 Multi Asset, 1 Mid Cap and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

2,301.89 (As on Jun, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Purnartha One Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
12 Out of 45
Fixed Fee
1.75%
Scheme Return
1.48%
Benchmark Return
1.5%
Purnartha - Dynamic Midcap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
16 Out of 23
Fixed Fee
2.50%
Scheme Return
0.09%
Benchmark Return
2.19%
Purnartha - Pratham Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25.00% or 10.00% or 5.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
250 Out of 284
Fixed Fee
No Option
Scheme Return
-1.33%
Benchmark Return
2.19%
Purnartha - Vision Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25.00% or 10.00% or 5.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
262 Out of 284
Fixed Fee
No Option
Scheme Return
-2.05%
Benchmark Return
2.19%
*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