Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.38%
1.47%
6 Months
30.29%
5.42%
1 Year
21.45%
9.64%
3 Years
18.94%
10.36%
5 Years
—
7.75%
Since Inception
23.25%
11.08%
Fund Age
3 yrs 1 mo
9 yrs 11 mo
AUM
₹185.04 Cr
₹66.05 Cr
Alpha – 1 Year
16.73%
9.99%
Alpha – 3 Years
6.85%
1.36%
Information Ratio – 3 Years
0.59
0.51
Volatility – 1 Year
29.11%
17.05%
Volatility – 3 Years
25.42%
14.23%
Beta – 1 Year
1.26
1.05
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
0.62
0.31
Sharpe Ratio – 3 Years
0.60
0.40
Worst Rolling Year
18.95%
0.57%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−27.74%
−17.08%
Recovery Period
472 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
20.62%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
40
23
Portfolio P/E
39.98
—
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 · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
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Fixed Fee
0.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—