Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Sameeksha - Equity 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%
−0.38%
6 Months
30.29%
11.48%
1 Year
21.45%
7.29%
3 Years
18.94%
16.29%
5 Years
—
16.45%
Since Inception
23.25%
20.67%
Fund Age
3 yrs 1 mo
10 yrs 4 mo
AUM
₹185.04 Cr
₹1,333.94 Cr
Alpha – 1 Year
16.73%
2.57%
Alpha – 3 Years
6.85%
4.20%
Information Ratio – 3 Years
0.59
0.52
Volatility – 1 Year
29.11%
21.33%
Volatility – 3 Years
25.42%
16.22%
Beta – 1 Year
1.26
1.18
Beta – 3 Years
1.13
0.93
Sharpe Ratio – 1 Year
0.62
0.18
Sharpe Ratio – 3 Years
0.60
0.69
Worst Rolling Year
18.95%
-0.52%
Value at Worst Rolling Year
₹1.19 Cr
₹0.99 Cr
Deepest Drawdown
−27.74%
−19.36%
Recovery Period
472 days
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
20.62%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
40
50
Portfolio P/E
39.98
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
—
—
Fixed Fee
0.00% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 0% / 0%