Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Right Horizons - Alliance
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%
1.80%
6 Months
30.29%
2.80%
1 Year
21.45%
4.89%
3 Years
18.94%
12.23%
5 Years
—
10.64%
Since Inception
23.25%
8.93%
Fund Age
3 yrs 1 mo
12 yrs
AUM
₹185.04 Cr
₹134.76 Cr
Alpha – 1 Year
16.73%
−1.08%
Alpha – 3 Years
6.85%
1.34%
Information Ratio – 3 Years
0.59
0.07
Volatility – 1 Year
29.11%
10.79%
Volatility – 3 Years
25.42%
9.62%
Beta – 1 Year
1.26
1.04
Beta – 3 Years
1.13
1.10
Sharpe Ratio – 1 Year
0.62
-0.01
Sharpe Ratio – 3 Years
0.60
0.69
Worst Rolling Year
18.95%
0.05%
Value at Worst Rolling Year
₹1.19 Cr
₹1.00 Cr
Deepest Drawdown
−27.74%
−11.50%
Recovery Period
472 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
20.62%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 50% · M 11% · S 8%
Number of Stocks
40
33
Portfolio P/E
39.98
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
0.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –