Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
True-Equity Factor Quant
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%
1.09%
6 Months
30.29%
3.47%
1 Year
21.45%
−3.80%
3 Years
18.94%
11.26%
5 Years
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Since Inception
23.25%
13.40%
Fund Age
3 yrs 1 mo
3 yrs 11 mo
AUM
₹185.04 Cr
₹143.29 Cr
Alpha – 1 Year
16.73%
−6.78%
Alpha – 3 Years
6.85%
−0.63%
Information Ratio – 3 Years
0.59
-0.10
Volatility – 1 Year
29.11%
15.14%
Volatility – 3 Years
25.42%
16.91%
Beta – 1 Year
1.26
0.83
Beta – 3 Years
1.13
0.99
Sharpe Ratio – 1 Year
0.62
-0.54
Sharpe Ratio – 3 Years
0.60
0.40
Worst Rolling Year
18.95%
11.18%
Value at Worst Rolling Year
₹1.19 Cr
₹1.11 Cr
Deepest Drawdown
−27.74%
−27.14%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
17.01%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
40
50
Portfolio P/E
39.98
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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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
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Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%