Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
30.29%
11.30%
1 Year
21.45%
5.88%
3 Years
18.94%
—
5 Years
—
—
Since Inception
23.25%
10.85%
Fund Age
3 yrs 1 mo
2 yrs 5 mo
AUM
₹185.04 Cr
₹45.96 Cr
Alpha – 1 Year
16.73%
−0.98%
Alpha – 3 Years
6.85%
—
Information Ratio – 3 Years
0.59
—
Volatility – 1 Year
29.11%
21.88%
Volatility – 3 Years
25.42%
—
Beta – 1 Year
1.26
2.00
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.62
0.12
Sharpe Ratio – 3 Years
0.60
—
Worst Rolling Year
18.95%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−27.74%
−19.87%
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 12% · M 4% · S 66%
Number of Stocks
40
39
Portfolio P/E
39.98
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1.5% / 1%