Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Purnartha Vision 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%
5.60%
6 Months
30.29%
9.69%
1 Year
21.45%
14.36%
3 Years
18.94%
13.50%
5 Years
—
8.53%
Since Inception
23.25%
11.34%
Fund Age
3 yrs 1 mo
5 yrs 5 mo
AUM
₹185.04 Cr
₹190.75 Cr
Alpha – 1 Year
16.73%
9.64%
Alpha – 3 Years
6.85%
1.41%
Information Ratio – 3 Years
0.59
0.20
Volatility – 1 Year
29.11%
24.59%
Volatility – 3 Years
25.42%
18.73%
Beta – 1 Year
1.26
1.16
Beta – 3 Years
1.13
1.03
Sharpe Ratio – 1 Year
0.62
0.44
Sharpe Ratio – 3 Years
0.60
0.52
Worst Rolling Year
18.95%
8.91%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
−27.74%
−18.32%
Recovery Period
472 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 16% · M 12% · S 39%
Number of Stocks
40
—
Portfolio P/E
39.98
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services 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%