Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Spark - Core & Satellite
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Spark - Core & Satellite
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%
−0.58%
6 Months
30.29%
−7.12%
1 Year
21.45%
0.89%
3 Years
18.94%
8.72%
5 Years
—
12.45%
Since Inception
23.25%
16.65%
Fund Age
3 yrs 1 mo
7 yrs 4 mo
AUM
₹185.04 Cr
₹288.53 Cr
Alpha – 1 Year
16.73%
1.24%
Alpha – 3 Years
6.85%
−0.28%
Information Ratio – 3 Years
0.59
0.00
Volatility – 1 Year
29.11%
16.11%
Volatility – 3 Years
25.42%
15.05%
Beta – 1 Year
1.26
0.96
Beta – 3 Years
1.13
0.98
Sharpe Ratio – 1 Year
0.62
-0.20
Sharpe Ratio – 3 Years
0.60
0.28
Worst Rolling Year
18.95%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−27.74%
—
Recovery Period
472 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.62%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
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%
NTPC Ltd · 5.00%
State Bank of India · 4.50%
SBI Life Insurance Company Ltd · 4.50%
Kotak Mahindra Bank Ltd · 4.00%
EID Parry (India) Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
0.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%