Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Tenet Portfolio (previously known as ABC Equity Portfolio)
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%
−0.27%
6 Months
30.29%
−1.47%
1 Year
21.45%
6.66%
3 Years
18.94%
11.29%
5 Years
—
13.68%
Since Inception
23.25%
15.03%
Fund Age
3 yrs 1 mo
5 yrs 7 mo
AUM
₹185.04 Cr
₹138.83 Cr
Alpha – 1 Year
16.73%
7.01%
Alpha – 3 Years
6.85%
2.30%
Information Ratio – 3 Years
0.59
0.23
Volatility – 1 Year
29.11%
16.50%
Volatility – 3 Years
25.42%
16.10%
Beta – 1 Year
1.26
0.93
Beta – 3 Years
1.13
0.99
Sharpe Ratio – 1 Year
0.62
0.15
Sharpe Ratio – 3 Years
0.60
0.41
Worst Rolling Year
18.95%
11.25%
Value at Worst Rolling Year
₹1.19 Cr
₹1.11 Cr
Deepest Drawdown
−27.74%
−21.42%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
40
18
Portfolio P/E
39.98
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
—
—
Fixed Fee
0.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%