Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Tamohara - Q Strategy
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%
−0.46%
6 Months
30.29%
6.77%
1 Year
21.45%
7.38%
3 Years
18.94%
9.03%
5 Years
—
—
Since Inception
23.25%
10.29%
Fund Age
3 yrs 1 mo
4 yrs 2 mo
AUM
₹185.04 Cr
₹9.69 Cr
Alpha – 1 Year
16.73%
7.73%
Alpha – 3 Years
6.85%
0.04%
Information Ratio – 3 Years
0.59
0.09
Volatility – 1 Year
29.11%
17.08%
Volatility – 3 Years
25.42%
16.18%
Beta – 1 Year
1.26
0.95
Beta – 3 Years
1.13
1.08
Sharpe Ratio – 1 Year
0.62
0.20
Sharpe Ratio – 3 Years
0.60
0.33
Worst Rolling Year
18.95%
7.39%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−27.74%
−24.88%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
9.85%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
40
22
Portfolio P/E
39.98
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
0.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –