Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Spark - Flexicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.38%
−0.91%
6 Months
30.29%
−6.35%
1 Year
21.45%
3.05%
3 Years
18.94%
10.74%
5 Years
—
13.00%
Since Inception
23.25%
14.74%
Fund Age
3 yrs 1 mo
7 yrs 8 mo
AUM
₹185.04 Cr
₹460.92 Cr
Alpha – 1 Year
16.73%
3.40%
Alpha – 3 Years
6.85%
1.74%
Information Ratio – 3 Years
0.59
0.33
Volatility – 1 Year
29.11%
15.87%
Volatility – 3 Years
25.42%
14.99%
Beta – 1 Year
1.26
0.95
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
0.62
-0.07
Sharpe Ratio – 3 Years
0.60
0.41
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%
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank 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%