Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.38%
−0.04%
6 Months
30.29%
0.28%
1 Year
21.45%
2.14%
3 Years
18.94%
10.02%
5 Years
—
13.15%
Since Inception
23.25%
11.46%
Fund Age
3 yrs 1 mo
8 yrs 7 mo
AUM
₹185.04 Cr
₹585.94 Cr
Alpha – 1 Year
16.73%
2.49%
Alpha – 3 Years
6.85%
1.02%
Information Ratio – 3 Years
0.59
0.18
Volatility – 1 Year
29.11%
16.38%
Volatility – 3 Years
25.42%
14.42%
Beta – 1 Year
1.26
1.00
Beta – 3 Years
1.13
0.96
Sharpe Ratio – 1 Year
0.62
-0.13
Sharpe Ratio – 3 Years
0.60
0.38
Worst Rolling Year
18.95%
3.37%
Value at Worst Rolling Year
₹1.19 Cr
₹1.03 Cr
Deepest Drawdown
−27.74%
−17.04%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
18.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 65% · M 26% · S 8%
Number of Stocks
40
31
Portfolio P/E
39.98
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 0%