Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Turtle Wealth - Profit Mantra
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%
7.48%
6 Months
30.29%
9.42%
1 Year
21.45%
28.25%
3 Years
18.94%
18.47%
5 Years
—
21.31%
Since Inception
23.25%
21.69%
Fund Age
3 yrs 1 mo
5 yrs
AUM
₹185.04 Cr
₹79.02 Cr
Alpha – 1 Year
16.73%
23.53%
Alpha – 3 Years
6.85%
6.38%
Information Ratio – 3 Years
0.59
0.27
Volatility – 1 Year
29.11%
18.12%
Volatility – 3 Years
25.42%
27.25%
Beta – 1 Year
1.26
0.87
Beta – 3 Years
1.13
0.86
Sharpe Ratio – 1 Year
0.62
1.18
Sharpe Ratio – 3 Years
0.60
0.56
Worst Rolling Year
18.95%
15.67%
Value at Worst Rolling Year
₹1.19 Cr
₹1.16 Cr
Deepest Drawdown
−27.74%
−30.64%
Recovery Period
472 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 10% · M 9% · S 69%
Number of Stocks
40
34
Portfolio P/E
39.98
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%