Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Right Horizons - Perennial
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%
−0.19%
6 Months
30.29%
11.46%
1 Year
21.45%
8.21%
3 Years
18.94%
12.09%
5 Years
—
11.81%
Since Inception
23.25%
13.34%
Fund Age
3 yrs 1 mo
5 yrs 3 mo
AUM
₹185.04 Cr
₹34.29 Cr
Alpha – 1 Year
16.73%
5.23%
Alpha – 3 Years
6.85%
0.21%
Information Ratio – 3 Years
0.59
0.17
Volatility – 1 Year
29.11%
24.84%
Volatility – 3 Years
25.42%
21.42%
Beta – 1 Year
1.26
1.25
Beta – 3 Years
1.13
1.08
Sharpe Ratio – 1 Year
0.62
0.21
Sharpe Ratio – 3 Years
0.60
0.49
Worst Rolling Year
18.95%
7.11%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−27.74%
−34.77%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 5% · M 7% · S 69%
Number of Stocks
40
37
Portfolio P/E
39.98
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2.5% / 0% / 0%