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Purnartha Pratham

AUM (1788 cr) | Inc Date (28-Jul-2021)

Scheme Rating

IME Scheme Rating

3 of 5 stars

While it is still early days of the strategy, we are confident that the team will replicate their performance in their PMS fund as well. We recommend this strategy only for investor with a high risk appetite given the high concentration the strategy follows.

IME Strategy Rating

3 of 5 stars

Purnartha Long Term Equity is a highly concentrated multi-cap portfolio (6-8 holdings) that aims to identify long term investments with high growth potential and strong balance sheets. Purnartha has a very strong investment strategy. We especially like the concentration that the strategy follows.

AMC Rating

3 of 5 stars

AMC: Purnartha PMS (click link for detailed AMC review)

Established in 2011 as a RIA, Purnartha has a strong research background and stock selection. Despite being new in PMS and AIF offerings launched in 2020, the AMC and team have a good pedigree. Their research is skilled in identifying quality ideas, but the high level of concentration makes it more suitable for higher-risk investors.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

Investment Strategy

  • Highly Concentrated Portfolio: Maintains a focused selection of 6-8 stocks, with significant allocations (over 10%) to at least two companies, reflecting high conviction in chosen investments.
  • Three-Driver Philosophy: Adheres to the same comprehensive approach as the Vision Strategy, emphasizing volume growth, margin expansion, and valuation to identify high-potential investments.
  • Bottom-Up Stock Selection: Employs a meticulous research process to identify companies with strong fundamentals, scalable business models, and competent management teams.
  • Long-Term Investment Horizon: Focuses on companies capable of delivering sustainable growth over extended periods, aligning with investors seeking long-term wealth creation.

Trailing Performance

1yr 3yr 5yr Since Inception
Purnartha Pratham 12 12.8 13.3
S&P BSE 500 8.4 12.7 21.4
Alpha over Broad Mkt BM 3.6 0.1 -8.1
S&P BSE 500 8.4 12.7
Alpha over Category BM 3.6 0.1

Performance as of: 31-Jan-25 | Inception Date: 28-Jul-21

Fund Managers

Rohit Jain | 3-star rated FM

Fund Manager | 17 yrs Experience | 4 yrs at current firm

Past Experience: Lead analyst(Crisil Global)

Fund Manager Profile: Rohit is a Chartered Accountant and holds a Post-graduate diploma in Business Management. He has worked with CRISIL (an S&P Global Company) and Systematix Shares among others and carries over 13 years of experience in Equity Research for Institutional investors. Over the years, he has built extensive knowledge in financial modeling and valuations with sector expertise across major industries. Rohit also keeps himself updated on the latest developments on taxation, auditing, and compliance, which only adds to his existing wealth management and market know-how.

Fee Structure

Fee Structure Fee
Fixed Fee Structure
Variable Fee Structures Option 1: 2.5% fixed + 20% above 25% hurdle | Option 2: 1.5% fixed + 20% over 10% hurdle
Exit Fees

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