Portfolio Management Services (PMS)Compare Schemes
MASK Prime Picks vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
MASK Prime Picks
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
1.74%
6.38%
6 Months
3.03%
30.29%
1 Year
3.99%
21.45%
3 Years
8.85%
18.94%
5 Years
8.35%
—
Since Inception
10.50%
23.25%
Fund Age
8 yrs 2 mo
3 yrs 1 mo
AUM
₹274.26 Cr
₹185.04 Cr
Alpha – 1 Year
−0.73%
16.73%
Alpha – 3 Years
−3.23%
6.85%
Information Ratio – 3 Years
-0.72
0.59
Volatility – 1 Year
15.72%
29.11%
Volatility – 3 Years
15.15%
25.42%
Beta – 1 Year
0.89
1.26
Beta – 3 Years
0.94
1.13
Sharpe Ratio – 1 Year
-0.08
0.62
Sharpe Ratio – 3 Years
0.27
0.60
Worst Rolling Year
7.13%
18.95%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
−20.31%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.28%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 48% · M 27% · S 18%
—
Number of Stocks
40
40
Portfolio P/E
30.14
39.98
Top 5 Holdings
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
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 · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
0% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%