Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
6.38%
6 Months
24.60%
30.29%
1 Year
7.56%
21.45%
3 Years
20.98%
18.94%
5 Years
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—
Since Inception
24.10%
23.25%
Fund Age
4 yrs 4 mo
3 yrs 1 mo
AUM
₹3.89 Cr
₹185.04 Cr
Alpha – 1 Year
4.58%
16.73%
Alpha – 3 Years
9.08%
6.85%
Information Ratio – 3 Years
0.07
0.59
Volatility – 1 Year
32.74%
29.11%
Volatility – 3 Years
27.24%
25.42%
Beta – 1 Year
1.49
1.26
Beta – 3 Years
1.30
1.13
Sharpe Ratio – 1 Year
0.20
0.62
Sharpe Ratio – 3 Years
0.49
0.60
Worst Rolling Year
17.91%
18.95%
Value at Worst Rolling Year
₹1.18 Cr
₹1.19 Cr
Deepest Drawdown
−34.40%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
20.62%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
27
40
Portfolio P/E
52.77
39.98
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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
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Fixed Fee
2.25% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%