Purnartha Investment Advisers Private Limited

Equity, Multi Asset · 7 investment approaches

Total AUM

₹2.3K Cr

Years Active

6.1

AUM Change (3M)

-0.6%

AUM Change (1Y)

+5.6%

Min Investment

₹50L

Schemes

7

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Purnartha Pratham	Equity	₹1.6K Cr	-3.22%	+14.93%	+12.54%	+11.71%	0.57
Purnartha Vision	Equity	₹190 Cr	-3.36%	+11.93%	+12.33%	+10.48%	0.48
Purnartha Dynamic Midcap	Equity	₹466 Cr	-6.95%	+3.39%	+10.89%	+12.35%	0.36
Purnartha One Strategy	Multi Asset	₹4 Cr	-4.35%	+2.55%	+7.06%	+6.57%	0.05
Purnartha Make in Bharat Strategy	Equity	₹1 Cr	-5.88%	-	-	+0.22%	-
Purnartha Select Strategy	Multi Asset	₹3 Cr	-	-	-	-0.09%	-
Purnartha Wealth Strategy	Multi Asset	₹27 Cr	-1.26%	-	-	-1.26%	-

Purnartha Pratham

Purnartha Vision

Purnartha Dynamic Midcap

Purnartha One Strategy

Purnartha Make in Bharat Strategy

Purnartha Select Strategy

Purnartha Wealth Strategy