Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
30.29%
8.08%
1 Year
21.45%
10.16%
3 Years
18.94%
15.60%
5 Years
—
—
Since Inception
23.25%
19.84%
Fund Age
3 yrs 1 mo
6 yrs 11 mo
AUM
₹185.04 Cr
₹3.18 Cr
Alpha – 1 Year
16.73%
7.18%
Alpha – 3 Years
6.85%
3.72%
Information Ratio – 3 Years
0.59
0.60
Volatility – 1 Year
29.11%
19.93%
Volatility – 3 Years
25.42%
18.09%
Beta – 1 Year
1.26
1.12
Beta – 3 Years
1.13
1.14
Sharpe Ratio – 1 Year
0.62
0.31
Sharpe Ratio – 3 Years
0.60
0.60
Worst Rolling Year
18.95%
14.68%
Value at Worst Rolling Year
₹1.19 Cr
₹1.15 Cr
Deepest Drawdown
−27.74%
−19.38%
Recovery Period
472 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
16.30%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
40
29
Portfolio P/E
39.98
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –