Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
SRE - Shield
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%
−0.37%
6 Months
30.29%
3.64%
1 Year
21.45%
6.24%
3 Years
18.94%
9.36%
5 Years
—
8.05%
Since Inception
23.25%
9.66%
Fund Age
3 yrs 1 mo
8 yrs 3 mo
AUM
₹185.04 Cr
₹32.8 Cr
Alpha – 1 Year
16.73%
6.59%
Alpha – 3 Years
6.85%
0.36%
Information Ratio – 3 Years
0.59
0.14
Volatility – 1 Year
29.11%
18.27%
Volatility – 3 Years
25.42%
15.46%
Beta – 1 Year
1.26
1.08
Beta – 3 Years
1.13
1.07
Sharpe Ratio – 1 Year
0.62
0.15
Sharpe Ratio – 3 Years
0.60
0.34
Worst Rolling Year
18.95%
6.25%
Value at Worst Rolling Year
₹1.19 Cr
₹1.06 Cr
Deepest Drawdown
−27.74%
−22.11%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
12.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 58% · M 28% · S 8%
Number of Stocks
40
33
Portfolio P/E
39.98
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
—
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
0.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%