Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
6.38%
6 Months
29.13%
30.29%
1 Year
20.96%
21.45%
3 Years
17.22%
18.94%
5 Years
—
—
Since Inception
23.59%
23.25%
Fund Age
3 yrs 7 mo
3 yrs 1 mo
AUM
₹147.56 Cr
₹185.04 Cr
Alpha – 1 Year
16.24%
16.73%
Alpha – 3 Years
5.13%
6.85%
Information Ratio – 3 Years
0.33
0.59
Volatility – 1 Year
30.80%
29.11%
Volatility – 3 Years
25.65%
25.42%
Beta – 1 Year
1.54
1.26
Beta – 3 Years
1.41
1.13
Sharpe Ratio – 1 Year
0.58
0.62
Sharpe Ratio – 3 Years
0.54
0.60
Worst Rolling Year
15.38%
18.95%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
−28.52%
−27.74%
Recovery Period
122 days
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
20.62%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 63% · M 11% · S 17%
—
Number of Stocks
18
40
Portfolio P/E
—
39.98
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
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 · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%