Purnartha Investment Advisers Private Limited • Equity
Purnartha Dynamic Midcap is an equity portfolio management service (PMS) strategy run by Purnartha Investment Advisers Private Limited, launched on 16 Feb 2023. As of 30 Sep 2026, it manages ₹466 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +3.39% over 1 year and +10.89% over 3 years (+12.35% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 1.69 percentage points ahead of its benchmark. Its 3-year return ranks 249th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Rahul Rathi.
Ranked nearby on 3-year return: Wonder Companies (+10.92%), Kedia PMS Multi Cap (+10.89%), SMC-Growth (+10.85%), Renaissance India Next Portfolio (+10.70%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -6.95% |
| 3 Months | -7.37% |
| 1 Year | +3.39% |
| 3 Years | +10.89% |
| Since Inception | +12.35% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callPurnartha Dynamic Midcap has a 1-year return of +3.39%, a 3-year return of +10.89% and +12.35% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Purnartha Dynamic Midcap returned +10.89% against +9.20% for the BSE 500 TRI, 1.69 percentage points ahead. Over 1 year it returned +3.39% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Purnartha Dynamic Midcap's 3-year return of +10.89% ranks 249th as of 30 Sep 2026.
Purnartha Dynamic Midcap is managed by Rahul Rathi at Purnartha Investment Advisers. The strategy manages ₹466 Cr of client assets as of 30 Sep 2026.
Purnartha Dynamic Midcap manages ₹466 Cr of client assets as of 30 Sep 2026.
The minimum investment for Purnartha Dynamic Midcap is ₹50 Lakhs.
Purnartha Dynamic Midcap was launched on 16 Feb 2023. It has a 3-year track record.
Description
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