Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Tamohara - TRUFFLE
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%
8.72%
6 Months
30.29%
28.59%
1 Year
21.45%
28.02%
3 Years
18.94%
18.67%
5 Years
—
17.18%
Since Inception
23.25%
20.03%
Fund Age
3 yrs 1 mo
5 yrs 4 mo
AUM
₹185.04 Cr
₹221.27 Cr
Alpha – 1 Year
16.73%
28.37%
Alpha – 3 Years
6.85%
9.68%
Information Ratio – 3 Years
0.59
0.87
Volatility – 1 Year
29.11%
22.32%
Volatility – 3 Years
25.42%
17.88%
Beta – 1 Year
1.26
1.03
Beta – 3 Years
1.13
0.95
Sharpe Ratio – 1 Year
0.62
0.99
Sharpe Ratio – 3 Years
0.60
0.81
Worst Rolling Year
18.95%
13.69%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−27.74%
−20.50%
Recovery Period
472 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 19% · M 4% · S 74%
Number of Stocks
40
29
Portfolio P/E
39.98
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –