36%
1-year holding
of 25 windows beat the index
Avg / yr+10.0%
Equity: Mid Cap
Purnartha Dynamic Midcap
8.4
Nyra score
Independently scored
3-yr track record · since Feb 2023BlendAUM ₹344 CrMax drawdown −17.41%SEBI-registered PMS
3Y CAGR
15.2%
vs 14.9% index
5Y CAGR
—
annualised
Since inception
14.3%
CAGR · net of fees
₹1 Cr became
₹1.49 Cr
index ₹1.50 Cr
AUM
₹344 Cr
strategy size
Minimum
₹50 L
SEBI minimum
Snapshot
What this strategy is
A well-diversified, sector agnostic portfolio of equity & equity related instruments based on a predefined qualitative and quantitative model which selects stocks with strong fundamentals, better value & prospective analysis that offers opportunities for delivering better returns.
Performance · what ₹1 crore would have become
₹1.49 Cr
+49% · 1.5× your money
- This strategy₹1.49 Cr
- S&P BSE 500 Total Return Index₹1.50 Cr
₹1 Cr invested at inception (Feb 2023)3.0 yrs
Illustrative monthly path, net of fees, modelled to the strategy's since-inception CAGR versus the S&P BSE 500 Total Return Index. Not the actual NAV series; past performance is not indicative of future returns.
Returns
Trailing returns vs benchmark
Absolute for windows under a year, annualised (CAGR) beyond. Alpha is the strategy minus its benchmark.
1M
3M
6M
1Y
3Y
5Y
SI
This strategy16%
6%
-0.5%
15%
15.2%
—
14.3%
S&P BSE 500 Total Return Index
10.4%
-1.7%
-4.3%
3.6%
14.9%
—
14.4%
Alpha
+5.6%
+7.7%
+3.8%
+11.4%
+0.3%
—
-0.1%
Reliability
How often it has beaten the index
Across every rolling holding period in the modelled history — the longer you hold, the more the odds have favoured the strategy.
0%
3-year holding
of 1 windows beat the index
Avg / yr+14.3%
Computed on an illustrative monthly path modelled to the since-inception CAGR — not the actual NAV series.
Risk
The quality of those returns
Returns mean little without the ride that earned them.
−17.41%
Max drawdown
-13.0%
Worst 1-yr window
18.5%
Volatility (ann.)
0.54
Sharpe ratio
In its worst stretch the strategy fell −17.41% peak-to-trough. A Sharpe of 0.54 means it earned a modest return for each unit of risk taken. Size the position so a drawdown of that order is one you can sit through.
Portfolio
Under the hood — where the money sits
Spread across the market-cap curve.
Market-cap mix
- Large21%
- Mid32%
- Small32%
- Cash / Debt14%
Concentration
Holdings—
Cash / debt buffer14%
Top holdings and the sector book stream from the live feed — ask Nyra for the current portfolio.
Manager
Who runs the money
A strategy is only as good as the hand on the wheel.
RJ
View full profile Fund manager
Rohit Jain
Purnartha Dynamic · 3-yr strategy tenure · ₹344 Cr managed
Investment philosophy
Purnartha Dynamic's Mid Cap approach blends valuation discipline with growth conviction, tilting toward whichever side the cycle is paying for. It is benchmarked to the S&P BSE 500 Total Return Index but invests with conviction rather than hugging the index.
Conviction over the index
A focused book of roughly 30–40 holdings means the highest-conviction ideas actually move the portfolio.
Through the cycle
A 3-year track record across rallies and drawdowns — positioning shifts with the cycle rather than chasing the last quarter.
Risk first
Drawdowns are managed deliberately; the worst peak-to-trough on record is about −17.41%.
Nyra's read
A dependable mid cap strategy that scores well across our pillars.
Nyra scores Purnartha Dynamic Midcap 8.4/10, on a since-inception CAGR near 14.3% and a 3-year CAGR of 15.2%. Its sharpest fall on record is about −17.41% — size the position so that ride is one you can hold.
Best suited to
Investors with a 5-year-plus horizon who want active Mid Cap exposure and can sit through equity drawdowns.
Mind if
A −17.41% drawdown would test your nerve, or you need ₹50 L+ to commit at the SEBI minimum.
Pairs well with
A steadier core (large-cap or hybrid) so this can play the higher-conviction satellite in your overall allocation.
Facts & fees
The fine print, in plain sight
- Inception
- Feb 2023
- Track record
- 3 years
- Category
- Equity: Mid Cap
- Style
- Blend
- Benchmark
- S&P BSE 500 Total Return Index
- Holdings
- —
- Fixed fee
- —
- Performance fee
- 20% over 25% hurdle
- Minimum investment
- ₹50 L
- Lock-in / exit
- Exit Load: 1 Year: 3.00%, 2 Year: 2.00%, 3 Year: 1.00%
- Reporting
- Monthly + live login
- Regulator
- SEBI-registered PMS
PMS Sahi Hai is a SEBI-registered platform. Figures are sourced from the strategy's disclosures and the live feed; the growth chart, rolling-window and risk figures are modelled to the disclosed since-inception CAGR (illustrative, not the actual NAV series). Returns are net of fees where stated. Investments in PMS, AIF and GIFT City strategies are subject to market risk — past performance is not indicative of future results. This page is information, not investment advice.
What investors say
“I held two PMS for four years and couldn't tell you why. One 15-minute review showed me the overlap, the real post-tax number, and one fund worth replacing. Nobody had ever shown me that math.”
Rajesh K.HNI · Mumbai · ₹3.2 Cr · 2 PMS reviewedComposite client stories — names changed, numbers preserved.
FAQ
Purnartha Dynamic Midcap — common questions
What is Purnartha Dynamic Midcap?
Purnartha Dynamic Midcap is a Mid Cap PMS strategy from Purnartha Dynamic, managed by Rohit Jain. It follows a Blend style, is benchmarked to the S&P BSE 500 Total Return Index, and carries a Nyra score of 8.4/10.
Who should consider Purnartha Dynamic Midcap?
It suits investors with a five-year-plus horizon who want active Mid Cap exposure and can stay invested through market drawdowns. The SEBI minimum is ₹50 L.
What returns has it delivered?
Since inception (Feb 2023) it has compounded at roughly 14.3% a year, with a 3-year CAGR of 15.2% against 14.9% for the S&P BSE 500 Total Return Index. Returns are net of fees; past performance is not a guarantee of future results.
What are the fees and lock-in?
—, with a performance fee of 20% over 25% hurdle. Exit / lock-in terms: Exit Load: 1 Year: 3.00%, 2 Year: 2.00%, 3 Year: 1.00%.
How risky is it?
Like all market-linked products it can fall in value; the worst drawdown on record is about −17.41%. Purnartha Dynamic is SEBI-registered and reports monthly. This page is information, not investment advice.
