Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
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
5.01%
6.38%
6 Months
8.17%
30.29%
1 Year
19.57%
21.45%
3 Years
18.20%
18.94%
5 Years
15.63%
—
Since Inception
14.42%
23.25%
Fund Age
10 yrs 4 mo
3 yrs 1 mo
AUM
₹337.5 Cr
₹185.04 Cr
Alpha – 1 Year
14.85%
16.73%
Alpha – 3 Years
6.11%
6.85%
Information Ratio – 3 Years
0.93
0.59
Volatility – 1 Year
14.72%
29.11%
Volatility – 3 Years
15.36%
25.42%
Beta – 1 Year
0.78
1.26
Beta – 3 Years
0.92
1.13
Sharpe Ratio – 1 Year
0.93
0.62
Sharpe Ratio – 3 Years
0.83
0.60
Worst Rolling Year
-10.21%
18.95%
Value at Worst Rolling Year
₹0.90 Cr
₹1.19 Cr
Deepest Drawdown
−21.92%
−27.74%
Recovery Period
231 days
472 days
1-Year Rolling Windows Positive
88.56%
100.00%
Median Rolling Year
16.73%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 27% · S 21%
—
Number of Stocks
23
40
Portfolio P/E
50.96
39.98
Top 5 Holdings
Bharti Airtel Ltd · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
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 · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
—
Fixed Fee
—
0.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%