Purnartha Vision Strategy

EQUITY MULTI CAP

Long term equity investment in selected companies with high growth.

+15.03%

3Y annualised returns

+13.46%

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

Launch date

03 Mar '21

Total AUM

₹217.53Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity88.0%

Cash12.0%

Equity market cap split

Large Cap38.4%

Mid Cap33.6%

Small Cap25.7%

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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