Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
SBI AEON ALPHA PMS
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%
0.41%
6 Months
30.29%
20.81%
1 Year
21.45%
15.63%
3 Years
18.94%
13.76%
5 Years
—
—
Since Inception
23.25%
14.77%
Fund Age
3 yrs 1 mo
4 yrs 6 mo
AUM
₹185.04 Cr
₹751.68 Cr
Alpha – 1 Year
16.73%
16.06%
Alpha – 3 Years
6.85%
5.19%
Information Ratio – 3 Years
0.59
0.25
Volatility – 1 Year
29.11%
18.90%
Volatility – 3 Years
25.42%
16.75%
Beta – 1 Year
1.26
0.89
Beta – 3 Years
1.13
0.79
Sharpe Ratio – 1 Year
0.62
0.57
Sharpe Ratio – 3 Years
0.60
0.53
Worst Rolling Year
18.95%
13.60%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−27.74%
−21.60%
Recovery Period
472 days
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
15.94%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 16% · M 11% · S 70%
Number of Stocks
40
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
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—
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%