Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Purnartha Pratham Strategy
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%
5.49%
6 Months
30.29%
9.46%
1 Year
21.45%
17.52%
3 Years
18.94%
14.28%
5 Years
—
9.02%
Since Inception
23.25%
12.49%
Fund Age
3 yrs 1 mo
5 yrs 11 mo
AUM
₹185.04 Cr
₹1,633.45 Cr
Alpha – 1 Year
16.73%
12.80%
Alpha – 3 Years
6.85%
2.19%
Information Ratio – 3 Years
0.59
0.28
Volatility – 1 Year
29.11%
23.87%
Volatility – 3 Years
25.42%
18.97%
Beta – 1 Year
1.26
1.12
Beta – 3 Years
1.13
1.06
Sharpe Ratio – 1 Year
0.62
0.57
Sharpe Ratio – 3 Years
0.60
0.55
Worst Rolling Year
18.95%
7.21%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−27.74%
−20.29%
Recovery Period
472 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 14% · M 11% · S 40%
Number of Stocks
40
—
Portfolio P/E
39.98
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%