Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
30.29%
9.86%
1 Year
21.45%
32.16%
3 Years
18.94%
19.13%
5 Years
—
12.16%
Since Inception
23.25%
16.12%
Fund Age
3 yrs 1 mo
5 yrs 10 mo
AUM
₹185.04 Cr
₹170.31 Cr
Alpha – 1 Year
16.73%
27.44%
Alpha – 3 Years
6.85%
7.04%
Information Ratio – 3 Years
0.59
0.58
Volatility – 1 Year
29.11%
17.07%
Volatility – 3 Years
25.42%
17.73%
Beta – 1 Year
1.26
0.65
Beta – 3 Years
1.13
0.86
Sharpe Ratio – 1 Year
0.62
1.42
Sharpe Ratio – 3 Years
0.60
0.79
Worst Rolling Year
18.95%
0.71%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−27.74%
−30.82%
Recovery Period
472 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
20.62%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · M 1% · S 72%
Number of Stocks
40
18
Portfolio P/E
39.98
52.74
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 · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
0.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%