Portfolio Management Services (PMS)Compare Schemes
HDFC - All Cap Portfolio - DPMS vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
HDFC - All Cap Portfolio - DPMS
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
−1.12%
6.38%
6 Months
−0.35%
30.29%
1 Year
−1.07%
21.45%
3 Years
9.62%
18.94%
5 Years
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—
Since Inception
13.16%
23.25%
Fund Age
4 yrs 2 mo
3 yrs 1 mo
AUM
₹52.82 Cr
₹185.04 Cr
Alpha – 1 Year
−5.79%
16.73%
Alpha – 3 Years
−2.47%
6.85%
Information Ratio – 3 Years
-0.56
0.59
Volatility – 1 Year
17.26%
29.11%
Volatility – 3 Years
15.97%
25.42%
Beta – 1 Year
0.98
1.26
Beta – 3 Years
0.98
1.13
Sharpe Ratio – 1 Year
-0.29
0.62
Sharpe Ratio – 3 Years
0.28
0.60
Worst Rolling Year
9.59%
18.95%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−18.05%
−27.74%
Recovery Period
131 days
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.96%
20.62%
5-Year Rolling Windows Positive
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Market-Cap Mix
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—
Number of Stocks
—
40
Portfolio P/E
—
39.98
Top 5 Holdings
—
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
1.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%