Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
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%
1.87%
6 Months
30.29%
3.49%
1 Year
21.45%
5.55%
3 Years
18.94%
12.97%
5 Years
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—
Since Inception
23.25%
12.27%
Fund Age
3 yrs 1 mo
4 yrs 3 mo
AUM
₹185.04 Cr
₹25.94 Cr
Alpha – 1 Year
16.73%
−0.42%
Alpha – 3 Years
6.85%
2.07%
Information Ratio – 3 Years
0.59
0.10
Volatility – 1 Year
29.11%
15.73%
Volatility – 3 Years
25.42%
12.26%
Beta – 1 Year
1.26
1.56
Beta – 3 Years
1.13
1.42
Sharpe Ratio – 1 Year
0.62
0.07
Sharpe Ratio – 3 Years
0.60
0.62
Worst Rolling Year
18.95%
11.68%
Value at Worst Rolling Year
₹1.19 Cr
₹1.12 Cr
Deepest Drawdown
−27.74%
−11.81%
Recovery Period
472 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
17.02%
5-Year Rolling Windows Positive
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Market-Cap Mix
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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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
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Fixed Fee
0.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%