Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Right Horizons - All Seasons
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%
1.32%
6 Months
30.29%
3.83%
1 Year
21.45%
9.77%
3 Years
18.94%
13.19%
5 Years
—
12.01%
Since Inception
23.25%
14.38%
Fund Age
3 yrs 1 mo
6 yrs 8 mo
AUM
₹185.04 Cr
₹42.66 Cr
Alpha – 1 Year
16.73%
3.80%
Alpha – 3 Years
6.85%
2.30%
Information Ratio – 3 Years
0.59
0.23
Volatility – 1 Year
29.11%
15.84%
Volatility – 3 Years
25.42%
12.64%
Beta – 1 Year
1.26
1.56
Beta – 3 Years
1.13
1.48
Sharpe Ratio – 1 Year
0.62
0.32
Sharpe Ratio – 3 Years
0.60
0.70
Worst Rolling Year
18.95%
9.09%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
−27.74%
−15.18%
Recovery Period
472 days
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 37% · M 21% · S 27%
Number of Stocks
40
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%