Portfolio Management Services (PMS)Compare Schemes
Monarch Wealth Creator Fund vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Monarch Wealth Creator Fund
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.85%
6.38%
6 Months
12.32%
30.29%
1 Year
—
21.45%
3 Years
—
18.94%
5 Years
—
—
Since Inception
13.81%
23.25%
Fund Age
8 mo
3 yrs 1 mo
AUM
₹279.09 Cr
₹185.04 Cr
Alpha – 1 Year
—
16.73%
Alpha – 3 Years
—
6.85%
Information Ratio – 3 Years
—
0.59
Volatility – 1 Year
—
29.11%
Volatility – 3 Years
—
25.42%
Beta – 1 Year
—
1.26
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
—
0.62
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
18.95%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−27.74%
Recovery Period
—
472 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.62%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 35% · M 34% · S 23%
—
Number of Stocks
40
40
Portfolio P/E
19.53
39.98
Top 5 Holdings
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
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 · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
—
Fixed Fee
1.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0.5% / 0%
3% / 2% / 1%