Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
SMC Global - Growth
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%
5.80%
6 Months
30.29%
20.03%
1 Year
21.45%
17.27%
3 Years
18.94%
12.81%
5 Years
—
11.98%
Since Inception
23.25%
14.70%
Fund Age
3 yrs 1 mo
6 yrs 10 mo
AUM
₹185.04 Cr
₹201.68 Cr
Alpha – 1 Year
16.73%
12.55%
Alpha – 3 Years
6.85%
0.73%
Information Ratio – 3 Years
0.59
0.15
Volatility – 1 Year
29.11%
22.73%
Volatility – 3 Years
25.42%
20.11%
Beta – 1 Year
1.26
1.17
Beta – 3 Years
1.13
1.13
Sharpe Ratio – 1 Year
0.62
0.58
Sharpe Ratio – 3 Years
0.60
0.44
Worst Rolling Year
18.95%
7.98%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−27.74%
−25.65%
Recovery Period
472 days
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 4% · S 49%
Number of Stocks
40
24
Portfolio P/E
39.98
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
—
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%