Strategy performance
Purnartha Pratham Strategy (formerly known as Long Term Equity with Concentrated Portfolio )
Purnartha Investment Advisers Pvtltd · AUM ₹1,672 Cr · as of Aug 2026
Our read
₹100 grew to ₹181.9 since inception (+19.1% CAGR), with a max drawdown of −20.3%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+14.3%
Since inception
+19.1%
Max drawdown
−20.3%
Volatility
+18.4%
Peer position
Loading peer ranks…
Performance
Purnartha Pratham Strategy (formerly known as Long Term Equity with Concentrated Portfolio )₹181.9Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.9% | +9.6% | −9.0% | +17.3% | −3.0% | +1.6% | −1.3% | +5.5% | +14.2% | ||||
| 2025 | −6.4% | −7.8% | +8.3% | −0.3% | +7.1% | +0.5% | −5.1% | −2.0% | −1.0% | +3.0% | +1.1% | −0.1% | −4.1% |
| 2024 | +2.5% | −0.3% | +0.5% | +7.3% | +3.0% | +7.0% | +6.4% | +1.9% | +0.7% | −7.9% | −0.8% | +1.1% | +22.7% |
| 2023 | +7.4% | +3.1% | +3.9% | +4.9% | +0.9% | +1.4% | −2.8% | +8.4% | +4.0% | +35.4% |
Metrics
Tearsheet- 1M return
- +5.5%
- 3M return
- +5.7%
- 6M return
- +9.5%
- 1Y return
- +17.5%
- 2Y CAGR
- +0.9%
- 3Y CAGR
- +14.3%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +19.1%
- Total return
- +81.9%
- Average month
- +1.6%
- Median month
- +1.1%
- Average up month
- +4.6%
- Best month
- +17.3%
- Best rolling 12M
- +46.5%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Purnartha Pratham Strategy (formerly known as Long Term Equity with Concentrated Portfolio ) performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Purnartha Pratham Strategy (formerly known as Long Term Equity with Concentrated Portfolio ) performed?
- Purnartha Pratham Strategy (formerly known as Long Term Equity with Concentrated Portfolio ) (Purnartha Investment Advisers Pvtltd) shows CAGR 19.13% and max drawdown -20.28% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Purnartha Pratham Strategy (formerly known as Long Term Equity with Concentrated Portfolio ) CAGR / max drawdown?
- CAGR is 19.13%; max drawdown is -20.28%. We only publish CAGR when there are enough months (≥12 on this track of 41 months). Learn more
- Where do Purnartha Pratham Strategy (formerly known as Long Term Equity with Concentrated Portfolio ) returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Purnartha Pratham Strategy (formerly known as Long Term Equity with Concentrated Portfolio )?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more