Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.38%
5.72%
6 Months
30.29%
23.48%
1 Year
21.45%
38.68%
3 Years
18.94%
26.01%
5 Years
—
16.58%
Since Inception
23.25%
18.98%
Fund Age
3 yrs 1 mo
16 yrs 6 mo
AUM
₹185.04 Cr
₹1,885.18 Cr
Alpha – 1 Year
16.73%
33.96%
Alpha – 3 Years
6.85%
13.92%
Information Ratio – 3 Years
0.59
1.27
Volatility – 1 Year
29.11%
28.06%
Volatility – 3 Years
25.42%
20.41%
Beta – 1 Year
1.26
1.39
Beta – 3 Years
1.13
1.06
Sharpe Ratio – 1 Year
0.62
1.12
Sharpe Ratio – 3 Years
0.60
1.06
Worst Rolling Year
18.95%
-4.06%
Value at Worst Rolling Year
₹1.19 Cr
₹0.96 Cr
Deepest Drawdown
−27.74%
−18.24%
Recovery Period
472 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
20.62%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
—
L 40% · M 32% · S 24%
Number of Stocks
40
28
Portfolio P/E
39.98
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%