Purnartha Investment Advisers PMS strategies
Purnartha Investment Advisers runs 5 portfolio management strategies listed with APMI, managing ₹2,266 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Purnartha Pratham | Equity | Rahul Rathi | ₹1,597 Cr | +12.54% | +3.34 pts | — | ₹50 Lakhs | Sep 2026 |
| Purnartha Dynamic Midcap | Equity | Rahul Rathi | ₹466 Cr | +10.89% | +1.69 pts | — | ₹50 Lakhs | Sep 2026 |
| Purnartha Vision | Equity | Rahul Rathi | ₹190 Cr | +12.33% | +3.13 pts | — | ₹50 Lakhs | Sep 2026 |
| Purnartha One Strategy | Multi Asset | — | ₹12.28 Cr | — | — | — | ₹50 Lakhs | — |
| Purnartha Make in Bharat Strategy | — | Purnartha Investment Advisers Pvt. Ltd. | ₹0.83 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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