Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
30.29%
19.55%
1 Year
21.45%
11.69%
3 Years
18.94%
15.46%
5 Years
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Since Inception
23.25%
23.05%
Fund Age
3 yrs 1 mo
3 yrs 4 mo
AUM
₹185.04 Cr
₹95.08 Cr
Alpha – 1 Year
16.73%
8.71%
Alpha – 3 Years
6.85%
3.58%
Information Ratio – 3 Years
0.59
0.52
Volatility – 1 Year
29.11%
27.25%
Volatility – 3 Years
25.42%
23.29%
Beta – 1 Year
1.26
1.44
Beta – 3 Years
1.13
1.22
Sharpe Ratio – 1 Year
0.62
0.33
Sharpe Ratio – 3 Years
0.60
0.66
Worst Rolling Year
18.95%
15.47%
Value at Worst Rolling Year
₹1.19 Cr
₹1.15 Cr
Deepest Drawdown
−27.74%
−32.01%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
17.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
40
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Portfolio P/E
39.98
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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 · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
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Fixed Fee
0.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%