Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Shriram Future GEMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.38%
2.93%
6 Months
30.29%
1.59%
1 Year
21.45%
25.48%
3 Years
18.94%
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5 Years
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Since Inception
23.25%
30.29%
Fund Age
3 yrs 1 mo
18 mo
AUM
₹185.04 Cr
₹0.8 Cr
Alpha – 1 Year
16.73%
25.83%
Alpha – 3 Years
6.85%
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Information Ratio – 3 Years
0.59
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Volatility – 1 Year
29.11%
16.88%
Volatility – 3 Years
25.42%
—
Beta – 1 Year
1.26
0.86
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.62
1.13
Sharpe Ratio – 3 Years
0.60
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Worst Rolling Year
18.95%
—
Value at Worst Rolling Year
₹1.19 Cr
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Deepest Drawdown
−27.74%
−15.67%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
20.62%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
40
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Portfolio P/E
39.98
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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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
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Fixed Fee
0.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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