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PMS
Thematic · Portfolio Management Services
Purnartha Vision PMS is a PMS (Portfolio Management Services) strategy, in the thematic category. It has returned +11.90% over 1 year, +12.30% over 3 years, +7.80% over 5 years, as reported by the fund manager. It manages about ₹244.49 crore. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
Purnartha Vision PMS has returned -3.40% (1 month), +0.00% (3 months), +17.00% (6 months), +11.90% (1 year), +12.30% (3 years), +7.80% (5 years), +10.50% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.