Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Right Horizons - Super Value Fund
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%
3.00%
6 Months
30.29%
20.83%
1 Year
21.45%
12.18%
3 Years
18.94%
13.97%
5 Years
—
17.12%
Since Inception
23.25%
15.75%
Fund Age
3 yrs 1 mo
13 yrs 8 mo
AUM
₹185.04 Cr
₹205.48 Cr
Alpha – 1 Year
16.73%
9.20%
Alpha – 3 Years
6.85%
2.09%
Information Ratio – 3 Years
0.59
0.40
Volatility – 1 Year
29.11%
27.53%
Volatility – 3 Years
25.42%
22.15%
Beta – 1 Year
1.26
1.45
Beta – 3 Years
1.13
1.20
Sharpe Ratio – 1 Year
0.62
0.35
Sharpe Ratio – 3 Years
0.60
0.55
Worst Rolling Year
18.95%
-9.57%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−27.74%
−29.31%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
20.62%
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
—
L 17% · M 21% · S 60%
Number of Stocks
40
30
Portfolio P/E
39.98
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
—
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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% / 0%