Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Solidarity Advisors - Prudence
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%
8.45%
6 Months
30.29%
29.49%
1 Year
21.45%
37.09%
3 Years
18.94%
18.49%
5 Years
—
12.39%
Since Inception
23.25%
18.64%
Fund Age
3 yrs 1 mo
10 yrs 3 mo
AUM
₹185.04 Cr
₹1,760.35 Cr
Alpha – 1 Year
16.73%
32.37%
Alpha – 3 Years
6.85%
6.40%
Information Ratio – 3 Years
0.59
0.52
Volatility – 1 Year
29.11%
25.02%
Volatility – 3 Years
25.42%
18.27%
Beta – 1 Year
1.26
1.22
Beta – 3 Years
1.13
0.89
Sharpe Ratio – 1 Year
0.62
1.18
Sharpe Ratio – 3 Years
0.60
0.74
Worst Rolling Year
18.95%
-0.28%
Value at Worst Rolling Year
₹1.19 Cr
₹1.00 Cr
Deepest Drawdown
−27.74%
−13.15%
Recovery Period
472 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
20.62%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · S 71%
Number of Stocks
40
13
Portfolio P/E
39.98
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
0.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%