Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Qode Tactical Fund
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Qode Tactical Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.38%
1.73%
6 Months
30.29%
5.25%
1 Year
21.45%
18.83%
3 Years
18.94%
—
5 Years
—
—
Since Inception
23.25%
14.12%
Fund Age
3 yrs 1 mo
1 yr 9 mo
AUM
₹185.04 Cr
₹44.15 Cr
Alpha – 1 Year
16.73%
14.11%
Alpha – 3 Years
6.85%
—
Information Ratio – 3 Years
0.59
—
Volatility – 1 Year
29.11%
9.92%
Volatility – 3 Years
25.42%
—
Beta – 1 Year
1.26
0.25
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.62
1.27
Sharpe Ratio – 3 Years
0.60
—
Worst Rolling Year
18.95%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−27.74%
−6.12%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.62%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
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%
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Top Sectors
—
—
Fixed Fee
0.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%