Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.38%
3.93%
6 Months
30.29%
25.32%
1 Year
21.45%
18.21%
3 Years
18.94%
32.70%
5 Years
—
23.63%
Since Inception
23.25%
28.38%
Fund Age
3 yrs 1 mo
7 yrs 10 mo
AUM
₹185.04 Cr
₹8,686.39 Cr
Alpha – 1 Year
16.73%
13.49%
Alpha – 3 Years
6.85%
20.61%
Information Ratio – 3 Years
0.59
1.92
Volatility – 1 Year
29.11%
22.97%
Volatility – 3 Years
25.42%
19.40%
Beta – 1 Year
1.26
1.12
Beta – 3 Years
1.13
0.98
Sharpe Ratio – 1 Year
0.62
0.61
Sharpe Ratio – 3 Years
0.60
1.30
Worst Rolling Year
18.95%
17.00%
Value at Worst Rolling Year
₹1.19 Cr
₹1.17 Cr
Deepest Drawdown
−27.74%
−22.23%
Recovery Period
472 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 37% · M 30% · S 25%
Number of Stocks
40
43
Portfolio P/E
39.98
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
—
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%