Our overall extraordinaire-in-chief, Rahul Rathi has 20 years ofinvestment and risk management experience gained from workingwith global investment institutions. His professional and personal legacyof creating phenomenal wealth in the stock market has inspiredPurnartha's fundamental investment philosophies. With a Master of Science in Industrial administration from Carnegie Mellon University, USA and a Polymer Engineering degree from the University of Pune, Rahul has previously worked in risk management for funds with an AUM of over$2 billion.

PURNARTHA

MANAGED BY INDUSTRY EXPERTS,THE PURNARTHA PORTFOLIO HASDELIVERED 39.1% CAGR VERSUS 11.7%OF NIFTY FROM APRIL-2009TILL JUNE-2020.

Rs. 1cr INVESTED WITH PURNARTHAIN 2009 BECAME Rs. 38.23cr v/s 3.41crWITH NIFTY.

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5.00

10.00

15.00

20.00

25.00

30.00

35.00

40.00

45.00

50.00

FY 09-10Q1

FY 09-10Q3

FY 10-11Q1

FY 10-11Q3

FY 11-12Q1

FY 11-12Q3

FY 12-13Q1

FY 12-13Q3

FY 13-14Q1

FY 13-14Q3

FY 14-15Q1

FY 14-15Q3

FY 15-16Q1

FY 15-16Q3

FY 16-17Q1

FY 16-17Q3

FY 17-18Q1

FY 17-18Q3

FY 18-19Q1

FY 18-19Q3

FY 19-20Q1

FY 19-20Q3

FY 20-21Q1

Inve

stm

ent v

alue

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TIMELINE

Purnartha Vs Ni�y Comparison Chart

Purnartha Ni�y 50

• FY is Financial Year i.e. April to March.• The performance shown is before charging any fees.• Audited report available on request.

PERFORMANCE SHEET

Macro Index

End NAV

CAGR

Annualized Vol.

Sharpe Ratio

Beta

Max. Drawdown

Recovery(Days)

154 / 2785

341.0

11.7%

19.1%

0.3

1

38.4%

NR

339 / 2785

3824.1

39.1%

22.3%

1.5

0.6

44.0%

NR

Macro Index

End NAV

CAGR

Annualized Vol.

Sharpe Ratio

Beta

Max. Drawdown

Recovery(Days)

NIFTY

Q1 Q2 Q3 Q4 ANNUAL

1-Apr-09 To 30-Jun-20KEY STATISTICS

4.15

5.94

-12.08 8.46 11.40 10.64

2.02 -0.62 7.01 14.93

51.38 10.82 6.92 34.88 141.94

2.57 24.73 -5.37 -6.21 13.54

7.28 -1.44 -2.98 8.05 10.84

7.97 22.33 16.81 -2.76 50.03

6.10 6.71 33.84 38.06 109.20

22.00 23.33 7.39 20.03 93.95

-11.17 2.49 2.58 -2.34 -8.79

20.80 8.66 -12.92 32.95 51.96

6.25 15.95 11.12 -3.85 31.63

FY

2009-10

2010-11

2011-12

2012-13

2013-14

2014-15

2015-16

2016-17

2017-18

2018-19

42.04 18.48 73.762.30 0.92

1.21 13.50 1.73 -4.90 11.14

-0.31 8.04 3.54 -3.77 7.31

2.81 -1.83 9.92 6.35 17.98

13.53 4.64 3.99 2.51 26.65

-1.44 -5.01 -0.03 -2.62 -8.86

7.10 18.553.90 -4.94 12.07

3.78 2.81 7.58 -3.96 10.25

-3.19 -12.47 -6.45 14.52 -9.23

1-Apr-09 To 30-Jun-20KEY STATISTICSFY

2009-10

2010-11

2011-12

2012-13

2013-14

2014-15

2015-16

2016-17

2017-18

2018-19

2.52 8.972019-20 -17.37

Q1 Q2 Q3 Q4 ANNUAL

3.90 -28.82

23.702020-21

1.42 6.05-2.67 -26.032019-20 -29.34

19.822020-21

23.70

19.82