Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.38%
4.41%
6 Months
30.29%
0.07%
1 Year
21.45%
4.08%
3 Years
18.94%
6.47%
5 Years
—
—
Since Inception
23.25%
11.08%
Fund Age
3 yrs 1 mo
6 yrs 6 mo
AUM
₹185.04 Cr
₹1.91 Cr
Alpha – 1 Year
16.73%
4.51%
Alpha – 3 Years
6.85%
−2.09%
Information Ratio – 3 Years
0.59
-0.44
Volatility – 1 Year
29.11%
16.64%
Volatility – 3 Years
25.42%
14.35%
Beta – 1 Year
1.26
0.98
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
0.62
-0.01
Sharpe Ratio – 3 Years
0.60
0.13
Worst Rolling Year
18.95%
5.64%
Value at Worst Rolling Year
₹1.19 Cr
₹1.06 Cr
Deepest Drawdown
−27.74%
−18.42%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
7.94%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 90% · M 7%
Number of Stocks
40
50
Portfolio P/E
39.98
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
—
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –