Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
30.29%
7.38%
1 Year
21.45%
6.08%
3 Years
18.94%
8.22%
5 Years
—
7.99%
Since Inception
23.25%
12.63%
Fund Age
3 yrs 1 mo
9 yrs 9 mo
AUM
₹185.04 Cr
₹145.75 Cr
Alpha – 1 Year
16.73%
1.36%
Alpha – 3 Years
6.85%
−3.87%
Information Ratio – 3 Years
0.59
-0.60
Volatility – 1 Year
29.11%
20.08%
Volatility – 3 Years
25.42%
16.27%
Beta – 1 Year
1.26
1.12
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
0.62
0.13
Sharpe Ratio – 3 Years
0.60
0.24
Worst Rolling Year
18.95%
-1.76%
Value at Worst Rolling Year
₹1.19 Cr
₹0.98 Cr
Deepest Drawdown
−27.74%
−19.25%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
20.62%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
40
25
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
—
—
Fixed Fee
0.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%