Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Turtle Wealth -Wealth 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%
4.93%
6 Months
30.29%
2.72%
1 Year
21.45%
22.88%
3 Years
18.94%
20.47%
5 Years
—
15.12%
Since Inception
23.25%
17.02%
Fund Age
3 yrs 1 mo
6 yrs 11 mo
AUM
₹185.04 Cr
₹261.05 Cr
Alpha – 1 Year
16.73%
18.16%
Alpha – 3 Years
6.85%
8.38%
Information Ratio – 3 Years
0.59
0.98
Volatility – 1 Year
29.11%
17.62%
Volatility – 3 Years
25.42%
15.64%
Beta – 1 Year
1.26
0.83
Beta – 3 Years
1.13
0.87
Sharpe Ratio – 1 Year
0.62
0.97
Sharpe Ratio – 3 Years
0.60
0.94
Worst Rolling Year
18.95%
7.22%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−27.74%
−19.96%
Recovery Period
472 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 28% · M 19% · S 43%
Number of Stocks
40
18
Portfolio P/E
39.98
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
—
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%