Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Samvitti-PMS Long Term 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%
7.49%
6 Months
30.29%
27.88%
1 Year
21.45%
29.03%
3 Years
18.94%
18.18%
5 Years
—
15.45%
Since Inception
23.25%
16.74%
Fund Age
3 yrs 1 mo
10 yrs 9 mo
AUM
₹185.04 Cr
₹245.99 Cr
Alpha – 1 Year
16.73%
24.31%
Alpha – 3 Years
6.85%
6.09%
Information Ratio – 3 Years
0.59
0.49
Volatility – 1 Year
29.11%
21.97%
Volatility – 3 Years
25.42%
17.89%
Beta – 1 Year
1.26
1.05
Beta – 3 Years
1.13
0.93
Sharpe Ratio – 1 Year
0.62
1.03
Sharpe Ratio – 3 Years
0.60
0.70
Worst Rolling Year
18.95%
1.53%
Value at Worst Rolling Year
₹1.19 Cr
₹1.02 Cr
Deepest Drawdown
−27.74%
−20.27%
Recovery Period
472 days
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 36% · M 27% · S 36%
Number of Stocks
40
44
Portfolio P/E
39.98
69.76
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 · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
—
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%