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Purnartha - Pratham Strategy
Purnartha - Pratham Strategy

Purnartha - Pratham Strategy

  • Purnartha Investment Advisers Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 97
    Out of 136*
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PMS Bazaar
Portfolio age5 years, 9 months
-3%
-0.17%
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

bt_logoTRAILING PERFORMANCE

(As on 31/05/2026)
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 (25.72%)
Allocation by Market Cap
Small Cap (42.98%)
Mid Cap (14.56%)
Large Cap (16.7%)
Sector Holdings
  • Capital Goods18.29%
  • Healthcare12.11%
  • Fast Moving Consumer Goods11.85%
  • Financial Services11.7%
  • Automobile and Auto Components10.38%
Stock Holdings
  • Bajaj Finance Ltd%
  • Suzlon Energy Ltd%
  • Avanti Feeds Ltd%
  • Yatharth Hospital%
  • Pricol Ltd%

bt_logoPORTFOLIO MANAGERS

Rahul Rathi
  • Manager Rank89 Out of 185
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM1902.31
  • Highest Return In 1 Yr3.8%
Profile

Other Schemes
  • table
  • Grid
Compare
Purnartha - Vision Strategy
AUM (₹ Cr)
₹200.70 Cr
Hurdle Rate
25.00% or 10.00% or 5.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
282 Out of 285
Fixed Fee
No Option
Scheme Return
-2.98%
Benchmark Return
-0.17%
Purnartha - Pratham Strategy
AUM (₹ Cr)
₹1,701.61 Cr
Hurdle Rate
25.00% or 10.00% or 5.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
283 Out of 285
Fixed Fee
No Option
Scheme Return
-3%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
1701.61
(As on May, 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

bt_logoFEE 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
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bt_logoINVESTMENT 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.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Purnartha - Pratham Strategy
AUM (₹ Cr)
₹1,701.61 Cr
Hurdle Rate
25.00% or 10.00% or 5.00%
Benchmark
S&P BSE 500 TRI
Category Rank
283 Out of 285
Fixed Fee
No Option
Scheme Return
-3%
Benchmark Return
-0.17%
Recovery Strategy
AUM (₹ Cr)
₹1.31 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 285
Fixed Fee
2.50%
Scheme Return
16.66%
Benchmark Return
-0.17%
Amaltas Keystone Fund
AUM (₹ Cr)
₹54.90 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 285
Fixed Fee
No Option
Scheme Return
14.11%
Benchmark Return
-0.17%
BB Money Plant
AUM (₹ Cr)
₹17.16 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 285
Fixed Fee
2.50%
Scheme Return
9.81%
Benchmark Return
-0.17%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹6.20 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 285
Fixed Fee
2.00%
Scheme Return
8.75%
Benchmark Return
-0.17%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
₹202.29 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 285
Fixed Fee
2.50%
Scheme Return
8.07%
Benchmark Return
-0.17%
*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 2280.66 crores. Its current offering of PMS schemes includes 1 Mid Cap, 1 Multi Asset and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

2,280.66 (As on May, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Purnartha - Dynamic Midcap Strategy
AUM (₹ Cr)
₹367.12 Cr
Hurdle Rate
25.00% or 10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
6 Out of 23
Fixed Fee
1.50%
Scheme Return
2.93%
Benchmark Return
-0.17%
Purnartha One Strategy
AUM (₹ Cr)
₹11.24 Cr
Hurdle Rate
25.00% or 10.00%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
14 Out of 44
Fixed Fee
1.75%
Scheme Return
1.64%
Benchmark Return
0.1%
Purnartha - Vision Strategy
AUM (₹ Cr)
₹200.70 Cr
Hurdle Rate
25.00% or 10.00% or 5.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
282 Out of 285
Fixed Fee
No Option
Scheme Return
-2.98%
Benchmark Return
-0.17%
Purnartha - Pratham Strategy
AUM (₹ Cr)
₹1,701.61 Cr
Hurdle Rate
25.00% or 10.00% or 5.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
283 Out of 285
Fixed Fee
No Option
Scheme Return
-3%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

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.

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