Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
SageOne Large and Midcap Portfolio
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%
2.20%
6 Months
30.29%
6.00%
1 Year
21.45%
4.90%
3 Years
18.94%
18.50%
5 Years
—
—
Since Inception
23.25%
16.60%
Fund Age
3 yrs 1 mo
3 yrs
AUM
₹185.04 Cr
₹209.72 Cr
Alpha – 1 Year
16.73%
0.20%
Alpha – 3 Years
6.85%
6.40%
Information Ratio – 3 Years
0.59
1.16
Volatility – 1 Year
29.11%
19.79%
Volatility – 3 Years
25.42%
17.07%
Beta – 1 Year
1.26
1.06
Beta – 3 Years
1.13
1.05
Sharpe Ratio – 1 Year
0.62
0.07
Sharpe Ratio – 3 Years
0.60
0.81
Worst Rolling Year
18.95%
18.52%
Value at Worst Rolling Year
₹1.19 Cr
₹1.19 Cr
Deepest Drawdown
−27.74%
−19.68%
Recovery Period
472 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
18.77%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 67% · M 33%
Number of Stocks
40
24
Portfolio P/E
39.98
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
0.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%