Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
ASK-IVP
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.91%
6.38%
6 Months
−1.55%
30.29%
1 Year
2.26%
21.45%
3 Years
3.37%
18.94%
5 Years
4.66%
—
Since Inception
9.07%
23.25%
Fund Age
6 yrs 8 mo
3 yrs 1 mo
AUM
₹55.15 Cr
₹185.04 Cr
Alpha – 1 Year
−0.72%
16.73%
Alpha – 3 Years
−8.51%
6.85%
Information Ratio – 3 Years
-1.16
0.59
Volatility – 1 Year
17.30%
29.11%
Volatility – 3 Years
16.20%
25.42%
Beta – 1 Year
0.96
1.26
Beta – 3 Years
0.96
1.13
Sharpe Ratio – 1 Year
-0.10
0.62
Sharpe Ratio – 3 Years
-0.05
0.60
Worst Rolling Year
0.65%
18.95%
Value at Worst Rolling Year
₹1.01 Cr
₹1.19 Cr
Deepest Drawdown
−23.57%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
99.70%
100.00%
Median Rolling Year
10.16%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 62% · M 31% · S 6%
—
Number of Stocks
26
40
Portfolio P/E
31.94
39.98
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
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 · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%