Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
30.29%
31.10%
1 Year
21.45%
52.47%
3 Years
18.94%
17.74%
5 Years
—
16.38%
Since Inception
23.25%
15.58%
Fund Age
3 yrs 1 mo
16 yrs 9 mo
AUM
₹185.04 Cr
₹132.42 Cr
Alpha – 1 Year
16.73%
47.75%
Alpha – 3 Years
6.85%
5.65%
Information Ratio – 3 Years
0.59
0.46
Volatility – 1 Year
29.11%
26.74%
Volatility – 3 Years
25.42%
21.32%
Beta – 1 Year
1.26
1.30
Beta – 3 Years
1.13
0.97
Sharpe Ratio – 1 Year
0.62
1.52
Sharpe Ratio – 3 Years
0.60
0.68
Worst Rolling Year
18.95%
-15.93%
Value at Worst Rolling Year
₹1.19 Cr
₹0.84 Cr
Deepest Drawdown
−27.74%
−20.79%
Recovery Period
472 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
20.62%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
—
M 9% · S 83%
Number of Stocks
40
26
Portfolio P/E
39.98
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%