Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
6.38%
6 Months
2.99%
30.29%
1 Year
−3.69%
21.45%
3 Years
10.02%
18.94%
5 Years
11.07%
—
Since Inception
15.34%
23.25%
Fund Age
8 yrs 4 mo
3 yrs 1 mo
AUM
₹143.52 Cr
₹185.04 Cr
Alpha – 1 Year
−8.41%
16.73%
Alpha – 3 Years
−2.07%
6.85%
Information Ratio – 3 Years
-0.34
0.59
Volatility – 1 Year
19.13%
29.11%
Volatility – 3 Years
16.08%
25.42%
Beta – 1 Year
1.05
1.26
Beta – 3 Years
0.98
1.13
Sharpe Ratio – 1 Year
-0.38
0.62
Sharpe Ratio – 3 Years
0.35
0.60
Worst Rolling Year
10.02%
18.95%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−22.11%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.21%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 21% · S 27%
—
Number of Stocks
30
40
Portfolio P/E
35.28
39.98
Top 5 Holdings
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%