Purnartha Investment Advisers Private Limited • Equity
Purnartha Pratham is an equity portfolio management service (PMS) strategy run by Purnartha Investment Advisers Private Limited, launched on 17 Sep 2020. As of 30 Sep 2026, it manages ₹1,597 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +14.93% over 1 year, +12.54% over 3 years and +8.39% over 5 years (+11.71% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.34 percentage points ahead of its benchmark. Its 3-year return ranks 188th 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: Ace Blue-chip (+12.58%), Emerging Opportunities Strategy (+12.57%), dezerv. Alpha Equity Strategy (+12.52%), HPMG Small Cap Fund (+12.49%).
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 | -3.22% |
| 3 Months | +0.73% |
| 1 Year | +14.93% |
| 3 Years | +12.54% |
| 5 Years | +8.39% |
| Since Inception | +11.71% |
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 Pratham has a 1-year return of +14.93%, a 3-year return of +12.54%, a 5-year return of +8.39% and +11.71% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Purnartha Pratham returned +8.39% against +8.91% for the BSE 500 TRI, 0.52 percentage points behind. Over 3 years it returned +12.54% against +9.20%; Over 1 year it returned +14.93% 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 Pratham's 3-year return of +12.54% ranks 188th as of 30 Sep 2026.
Purnartha Pratham is managed by Rahul Rathi at Purnartha Investment Advisers. The strategy manages ₹1,597 Cr of client assets as of 30 Sep 2026.
Purnartha Pratham manages ₹1,597 Cr of client assets as of 30 Sep 2026.
The minimum investment for Purnartha Pratham is ₹50 Lakhs.
Purnartha Pratham was launched on 17 Sep 2020. It has a 6-year track record.
Description
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