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Purnartha Dynamic Midcap

Purnartha Dynamic Midcap is a Equity Portfolio Management Service launched by Purnartha Investment Advisers Private Limited on February 2023. Managed by Hemant Vispute, the fund holds ₹398 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 6.75% (1Y), 15.2% CAGR (3Y), 15.94% since inception. Performance data as of July 2026.

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Purnartha Dynamic Midcap

Purnartha Investment Advisers Private Limited

398.02 CR AUM

Purnartha Dynamic Midcap

Purnartha Dynamic Midcap

Purnartha Investment Advisers Private Limited

398.02 CR AUM

BSE 500 TRI
Benchmark
3yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
3yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

hemant vispute

Fund Manager
EQUITYStrategies

Managing Director. Hemant Vispute has been pivotal in shaping the company into a leading force in portfolio management. With over two decades of experience at global firms like IBM and Hitachi, Hemant excels in consulting, strategic planning, and operations. His innovative strategies and leadership inspire the Purnartha team to deliver exceptional results. Combining global insights with a keen understanding of local markets, Hemant ensures sustainable growth while positioning Purnartha at the forefront of the financial services industry.

Managing Director. Hemant Vispute has been pivotal in shaping the company into a leading force in portfolio management. With over two decades of experience at global firms like IBM and Hitachi, Hemant excels in consulting, strategic planning, and operations. His innovative strategies and leadership inspire the Purnartha team to deliver exceptional results. Combining global insights with a keen understanding of local markets, Hemant ensures sustainable growth while positioning Purnartha at the forefront of the financial services industry.
Fund manager

rahul rathi

Fund Manager
EQUITYStrategies

He has created a legacy of his own with 20+ years of experience in the field of investment and risk managment.

He has created a legacy of his own with 20+ years of experience in the field of investment and risk managment.
1OF2

What is this fund's investment objective?

A well-diversified, sector agnostic portfolio of equity & equity related instruments based on a predefined qualitative and quantitative model which selects stocks with strong fundamentals, better value & prospective analysis that offers opportunities for delivering better returns

How has Purnartha Dynamic Midcap performed?

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Wealth Creation Calculator

1M IA return
4.23%
1M benchmark return
1.73%
Alpha
2.50%
1M Wealth multiple
1.04x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
4.23%
1M benchmark return
1.73%
Alpha
2.50%
1M Wealth multiple
1.04x

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