Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Tulsian - PMS
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%
2.21%
6 Months
30.29%
21.04%
1 Year
21.45%
21.34%
3 Years
18.94%
19.08%
5 Years
—
23.67%
Since Inception
23.25%
—
Fund Age
3 yrs 1 mo
6 yrs 4 mo
AUM
₹185.04 Cr
₹364.08 Cr
Alpha – 1 Year
16.73%
21.69%
Alpha – 3 Years
6.85%
10.08%
Information Ratio – 3 Years
0.59
0.52
Volatility – 1 Year
29.11%
32.28%
Volatility – 3 Years
25.42%
28.08%
Beta – 1 Year
1.26
1.47
Beta – 3 Years
1.13
1.60
Sharpe Ratio – 1 Year
0.62
0.58
Sharpe Ratio – 3 Years
0.60
0.57
Worst Rolling Year
18.95%
15.61%
Value at Worst Rolling Year
₹1.19 Cr
₹1.16 Cr
Deepest Drawdown
−27.74%
−31.98%
Recovery Period
472 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
40
—
Portfolio P/E
39.98
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
0.00% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%