Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Sowilo Multicap Fund
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%
3.12%
6 Months
30.29%
20.18%
1 Year
21.45%
17.30%
3 Years
18.94%
18.32%
5 Years
—
—
Since Inception
23.25%
21.17%
Fund Age
3 yrs 1 mo
3 yrs 2 mo
AUM
₹185.04 Cr
₹171.55 Cr
Alpha – 1 Year
16.73%
12.58%
Alpha – 3 Years
6.85%
6.23%
Information Ratio – 3 Years
0.59
0.82
Volatility – 1 Year
29.11%
24.39%
Volatility – 3 Years
25.42%
21.61%
Beta – 1 Year
1.26
1.30
Beta – 3 Years
1.13
1.25
Sharpe Ratio – 1 Year
0.62
0.55
Sharpe Ratio – 3 Years
0.60
0.70
Worst Rolling Year
18.95%
18.30%
Value at Worst Rolling Year
₹1.19 Cr
₹1.18 Cr
Deepest Drawdown
−27.74%
−26.88%
Recovery Period
472 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
19.41%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 4% · M 4% · S 88%
Number of Stocks
40
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
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—
Fixed Fee
0.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%