Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
SageOne - Smallcap 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%
0.91%
6 Months
30.29%
22.17%
1 Year
21.45%
13.49%
3 Years
18.94%
12.21%
5 Years
—
11.23%
Since Inception
23.25%
22.14%
Fund Age
3 yrs 1 mo
7 yrs 4 mo
AUM
₹185.04 Cr
₹1,280.4 Cr
Alpha – 1 Year
16.73%
8.77%
Alpha – 3 Years
6.85%
0.12%
Information Ratio – 3 Years
0.59
0.01
Volatility – 1 Year
29.11%
24.60%
Volatility – 3 Years
25.42%
22.41%
Beta – 1 Year
1.26
1.20
Beta – 3 Years
1.13
1.15
Sharpe Ratio – 1 Year
0.62
0.41
Sharpe Ratio – 3 Years
0.60
0.39
Worst Rolling Year
18.95%
4.49%
Value at Worst Rolling Year
₹1.19 Cr
₹1.04 Cr
Deepest Drawdown
−27.74%
−26.42%
Recovery Period
472 days
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
S 100%
Number of Stocks
40
18
Portfolio P/E
39.98
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
—
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%