Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Quest Investment Managers – Multi
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%
6.28%
6 Months
30.29%
16.32%
1 Year
21.45%
11.67%
3 Years
18.94%
19.26%
5 Years
—
13.96%
Since Inception
23.25%
16.00%
Fund Age
3 yrs 1 mo
12 yrs
AUM
₹185.04 Cr
₹725.3 Cr
Alpha – 1 Year
16.73%
6.95%
Alpha – 3 Years
6.85%
7.18%
Information Ratio – 3 Years
0.59
0.87
Volatility – 1 Year
29.11%
21.97%
Volatility – 3 Years
25.42%
19.77%
Beta – 1 Year
1.26
1.15
Beta – 3 Years
1.13
1.13
Sharpe Ratio – 1 Year
0.62
0.37
Sharpe Ratio – 3 Years
0.60
0.73
Worst Rolling Year
18.95%
-10.23%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−27.74%
−25.02%
Recovery Period
472 days
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
20.62%
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 29% · M 26% · S 42%
Number of Stocks
40
34
Portfolio P/E
39.98
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
—
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%