Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Samvitti-PMS Aggressive Growth
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%
10.24%
6 Months
30.29%
31.65%
1 Year
21.45%
26.47%
3 Years
18.94%
18.72%
5 Years
—
16.28%
Since Inception
23.25%
14.51%
Fund Age
3 yrs 1 mo
10 yrs 10 mo
AUM
₹185.04 Cr
₹423.36 Cr
Alpha – 1 Year
16.73%
21.75%
Alpha – 3 Years
6.85%
6.63%
Information Ratio – 3 Years
0.59
0.36
Volatility – 1 Year
29.11%
28.25%
Volatility – 3 Years
25.42%
24.90%
Beta – 1 Year
1.26
1.32
Beta – 3 Years
1.13
1.13
Sharpe Ratio – 1 Year
0.62
0.78
Sharpe Ratio – 3 Years
0.60
0.60
Worst Rolling Year
18.95%
-5.98%
Value at Worst Rolling Year
₹1.19 Cr
₹0.94 Cr
Deepest Drawdown
−27.74%
−31.67%
Recovery Period
472 days
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
20.62%
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 82%
Number of Stocks
40
62
Portfolio P/E
39.98
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
—
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%