Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.38%
4.64%
6 Months
30.29%
20.32%
1 Year
21.45%
29.93%
3 Years
18.94%
—
5 Years
—
—
Since Inception
23.25%
15.24%
Fund Age
3 yrs 1 mo
1 yr 9 mo
AUM
₹185.04 Cr
₹3.17 Cr
Alpha – 1 Year
16.73%
25.21%
Alpha – 3 Years
6.85%
—
Information Ratio – 3 Years
0.59
—
Volatility – 1 Year
29.11%
24.54%
Volatility – 3 Years
25.42%
—
Beta – 1 Year
1.26
1.19
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.62
0.97
Sharpe Ratio – 3 Years
0.60
—
Worst Rolling Year
18.95%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−27.74%
−12.48%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.62%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 28% · M 19% · S 50%
Number of Stocks
40
36
Portfolio P/E
39.98
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –