Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.04%
6.38%
6 Months
5.19%
30.29%
1 Year
−0.45%
21.45%
3 Years
11.72%
18.94%
5 Years
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—
Since Inception
12.62%
23.25%
Fund Age
3 yrs 8 mo
3 yrs 1 mo
AUM
₹42.96 Cr
₹185.04 Cr
Alpha – 1 Year
−3.43%
16.73%
Alpha – 3 Years
−0.17%
6.85%
Information Ratio – 3 Years
-0.16
0.59
Volatility – 1 Year
16.93%
29.11%
Volatility – 3 Years
15.20%
25.42%
Beta – 1 Year
0.92
1.26
Beta – 3 Years
0.91
1.13
Sharpe Ratio – 1 Year
-0.27
0.62
Sharpe Ratio – 3 Years
0.45
0.60
Worst Rolling Year
11.64%
18.95%
Value at Worst Rolling Year
₹1.12 Cr
₹1.19 Cr
Deepest Drawdown
−20.38%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.01%
20.62%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 39% · M 39% · S 22%
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Number of Stocks
—
40
Portfolio P/E
—
39.98
Top 5 Holdings
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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
2.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%