Purnartha Pratham Strategy

EQUITY MULTI CAP

Invests in companies with high growth potential.

+15.81%

3Y annualised returns

+13.46%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

17 Sep '20

Total AUM

₹1,596.63Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity65.9%

Cash20.5%

Others13.6%

Equity market cap split

Small Cap42.2%

Large Cap13.5%

Mid Cap10.3%

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

PMS house

Purnartha Investment Advisers Pvt Ltd.

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