Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
30.29%
24.02%
1 Year
21.45%
36.06%
3 Years
18.94%
24.43%
5 Years
—
16.10%
Since Inception
23.25%
15.98%
Fund Age
3 yrs 1 mo
14 yrs 10 mo
AUM
₹185.04 Cr
₹214.08 Cr
Alpha – 1 Year
16.73%
31.34%
Alpha – 3 Years
6.85%
12.34%
Information Ratio – 3 Years
0.59
1.07
Volatility – 1 Year
29.11%
26.85%
Volatility – 3 Years
25.42%
19.70%
Beta – 1 Year
1.26
1.34
Beta – 3 Years
1.13
1.03
Sharpe Ratio – 1 Year
0.62
1.08
Sharpe Ratio – 3 Years
0.60
0.96
Worst Rolling Year
18.95%
-9.81%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−27.74%
−18.65%
Recovery Period
472 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
20.62%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 40% · M 33% · S 24%
Number of Stocks
40
31
Portfolio P/E
39.98
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%