Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.54%
6.38%
6 Months
−5.38%
30.29%
1 Year
−6.70%
21.45%
3 Years
7.98%
18.94%
5 Years
—
—
Since Inception
7.98%
23.25%
Fund Age
2 yrs 11 mo
3 yrs 1 mo
AUM
₹7.31 Cr
₹185.04 Cr
Alpha – 1 Year
−6.35%
16.73%
Alpha – 3 Years
−1.02%
6.85%
Information Ratio – 3 Years
-0.08
0.59
Volatility – 1 Year
17.44%
29.11%
Volatility – 3 Years
15.65%
25.42%
Beta – 1 Year
1.08
1.26
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
-0.61
0.62
Sharpe Ratio – 3 Years
0.22
0.60
Worst Rolling Year
—
18.95%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−21.15%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.62%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
—
Number of Stocks
66
40
Portfolio P/E
27.03
39.98
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
—
Fixed Fee
1.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%