Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.38%
3.29%
6 Months
30.29%
14.68%
1 Year
21.45%
11.65%
3 Years
18.94%
7.09%
5 Years
—
8.41%
Since Inception
23.25%
10.45%
Fund Age
3 yrs 1 mo
10 yrs 5 mo
AUM
₹185.04 Cr
₹24.48 Cr
Alpha – 1 Year
16.73%
12.00%
Alpha – 3 Years
6.85%
−1.90%
Information Ratio – 3 Years
0.59
-0.12
Volatility – 1 Year
29.11%
20.48%
Volatility – 3 Years
25.42%
16.32%
Beta – 1 Year
1.26
1.11
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
0.62
0.36
Sharpe Ratio – 3 Years
0.60
0.15
Worst Rolling Year
18.95%
-5.06%
Value at Worst Rolling Year
₹1.19 Cr
₹0.95 Cr
Deepest Drawdown
−27.74%
−24.00%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
20.62%
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 41% · M 5% · S 35%
Number of Stocks
40
31
Portfolio P/E
39.98
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
—
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –