Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
30.29%
10.94%
1 Year
21.45%
1.03%
3 Years
18.94%
11.45%
5 Years
—
15.19%
Since Inception
23.25%
27.03%
Fund Age
3 yrs 1 mo
5 yrs 11 mo
AUM
₹185.04 Cr
₹298.71 Cr
Alpha – 1 Year
16.73%
−3.69%
Alpha – 3 Years
6.85%
−0.64%
Information Ratio – 3 Years
0.59
-0.04
Volatility – 1 Year
29.11%
27.68%
Volatility – 3 Years
25.42%
23.40%
Beta – 1 Year
1.26
1.45
Beta – 3 Years
1.13
1.22
Sharpe Ratio – 1 Year
0.62
-0.03
Sharpe Ratio – 3 Years
0.60
0.35
Worst Rolling Year
18.95%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−27.74%
—
Recovery Period
472 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.62%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 2% · M 2% · S 86%
Number of Stocks
40
36
Portfolio P/E
39.98
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%