Purnartha Vision
Purnartha Vision is a Equity Portfolio Management Service launched by Purnartha Investment Advisers Private Limited on March 2021. Managed by Rahul Rathi, the fund holds ₹204 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 3.78% (1Y), 14.86% CAGR (3Y), 11.01% since inception. Performance data as of July 2026.
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Purnartha Vision
Purnartha Investment Advisers Private Limited
203.56 CR AUM
Purnartha Vision
Purnartha Investment Advisers Private Limited
203.56 CR AUM
BSE 500 TRI
Benchmark
5yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
5yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
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.
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.
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What is this fund's investment objective?
Long term Equity investment in selected companies with high growth.
How has Purnartha Vision performed?
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1M IA return
2.25%
1M benchmark return
1.73%
Alpha
0.52%
1M Wealth multiple
1.02x
How has this fund performed vs its benchmark?
2026
2026
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Wealth Creation Calculator
1M IA return
2.25%
1M benchmark return
1.73%
Alpha
0.52%
1M Wealth multiple
1.02x
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