Purnartha One Strategy
MULTI ASSET
+5.42%
1Y annualised returns
+4.04%
Benchmark returns (NSE Multi Asset Index 2)
Launch date
04 Sep '23
Total AUM
₹11.17Cr
Min. investment
₹50,00,000
Benchmark
NSE Multi Asset Index 2
Portfolio analysis
Equity / Debt / Cash split
Equity65.0%
Debt18.9%
Cash10.8%
Others5.3%
Equity market cap split
Large Cap19.3%
Small Cap14.6%
Mid Cap10.8%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
3.00%
PMS management
MKMohit KhannaEquity Analyst & Fund ManagerView details
MK
Mohit Khanna
Equity Analyst & Fund Manager
View details
About
Mohit Khanna has been associated with the equity markets for nearly 14 years. He has covered multiple sectors as an equity analyst and has been part of the strategic fund
Experience
Nearly 14 years of experience in the equity markets.
Investment philosophy
Equity analysis and strategic fund management across multiple sectors.
PMS house
Purnartha Investment Advisers Pvt Ltd.
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