Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Prosperity - Discovery Fund
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
6.38%
4.17%
6 Months
30.29%
20.15%
1 Year
21.45%
7.22%
3 Years
18.94%
9.88%
5 Years
—
10.18%
Since Inception
23.25%
17.47%
Fund Age
3 yrs 1 mo
5 yrs 8 mo
AUM
₹185.04 Cr
₹112.12 Cr
Alpha – 1 Year
16.73%
2.50%
Alpha – 3 Years
6.85%
−2.21%
Information Ratio – 3 Years
0.59
-0.17
Volatility – 1 Year
29.11%
30.34%
Volatility – 3 Years
25.42%
23.32%
Beta – 1 Year
1.26
1.54
Beta – 3 Years
1.13
1.29
Sharpe Ratio – 1 Year
0.62
0.19
Sharpe Ratio – 3 Years
0.60
0.29
Worst Rolling Year
18.95%
8.52%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
−27.74%
−32.53%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 39% · S 59%
Number of Stocks
40
28
Portfolio P/E
39.98
38.78
Top 5 Holdings
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
—
—
Fixed Fee
0.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%