Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
SBI MF - ESG Portfolio
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%
2.26%
6 Months
30.29%
18.40%
1 Year
21.45%
9.21%
3 Years
18.94%
13.13%
5 Years
—
13.39%
Since Inception
23.25%
14.83%
Fund Age
3 yrs 1 mo
10 yrs
AUM
₹185.04 Cr
₹666.2 Cr
Alpha – 1 Year
16.73%
9.64%
Alpha – 3 Years
6.85%
4.56%
Information Ratio – 3 Years
0.59
0.38
Volatility – 1 Year
29.11%
18.95%
Volatility – 3 Years
25.42%
16.01%
Beta – 1 Year
1.26
0.98
Beta – 3 Years
1.13
0.90
Sharpe Ratio – 1 Year
0.62
0.27
Sharpe Ratio – 3 Years
0.60
0.52
Worst Rolling Year
18.95%
-3.31%
Value at Worst Rolling Year
₹1.19 Cr
₹0.97 Cr
Deepest Drawdown
−27.74%
−20.80%
Recovery Period
472 days
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
20.62%
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 13% · M 17% · S 66%
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 · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
—
—
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%