Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
30.29%
2.17%
1 Year
21.45%
7.07%
3 Years
18.94%
15.12%
5 Years
—
—
Since Inception
23.25%
19.80%
Fund Age
3 yrs 1 mo
7 yrs 3 mo
AUM
₹185.04 Cr
₹7.19 Cr
Alpha – 1 Year
16.73%
7.50%
Alpha – 3 Years
6.85%
6.56%
Information Ratio – 3 Years
0.59
1.22
Volatility – 1 Year
29.11%
19.38%
Volatility – 3 Years
25.42%
16.31%
Beta – 1 Year
1.26
1.18
Beta – 3 Years
1.13
1.13
Sharpe Ratio – 1 Year
0.62
0.17
Sharpe Ratio – 3 Years
0.60
0.62
Worst Rolling Year
18.95%
14.31%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−27.74%
−17.66%
Recovery Period
472 days
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
16.29%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 73% · M 25%
Number of Stocks
40
100
Portfolio P/E
39.98
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –