Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
QED Capital - Alphabets
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%
4.25%
6 Months
30.29%
7.44%
1 Year
21.45%
14.27%
3 Years
18.94%
13.32%
5 Years
—
10.94%
Since Inception
23.25%
15.43%
Fund Age
3 yrs 1 mo
5 yrs 4 mo
AUM
₹185.04 Cr
₹21.45 Cr
Alpha – 1 Year
16.73%
9.55%
Alpha – 3 Years
6.85%
1.23%
Information Ratio – 3 Years
0.59
0.37
Volatility – 1 Year
29.11%
12.68%
Volatility – 3 Years
25.42%
17.36%
Beta – 1 Year
1.26
0.58
Beta – 3 Years
1.13
0.73
Sharpe Ratio – 1 Year
0.62
0.70
Sharpe Ratio – 3 Years
0.60
0.70
Worst Rolling Year
18.95%
12.64%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−27.74%
−26.06%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
17.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 7% · M 28% · S 62%
Number of Stocks
40
—
Portfolio P/E
39.98
—
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
—
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
0.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%