Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Unifi APJ 20*
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%
3.07%
6 Months
30.29%
13.63%
1 Year
21.45%
10.76%
3 Years
18.94%
13.00%
5 Years
—
13.13%
Since Inception
23.25%
20.07%
Fund Age
3 yrs 1 mo
10 yrs 11 mo
AUM
₹185.04 Cr
₹942.94 Cr
Alpha – 1 Year
16.73%
6.04%
Alpha – 3 Years
6.85%
0.91%
Information Ratio – 3 Years
0.59
0.27
Volatility – 1 Year
29.11%
18.61%
Volatility – 3 Years
25.42%
17.55%
Beta – 1 Year
1.26
1.02
Beta – 3 Years
1.13
1.01
Sharpe Ratio – 1 Year
0.62
0.35
Sharpe Ratio – 3 Years
0.60
0.49
Worst Rolling Year
18.95%
-10.32%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−27.74%
−17.59%
Recovery Period
472 days
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
20.62%
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 15% · M 3% · S 82%
Number of Stocks
40
—
Portfolio P/E
39.98
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
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Fixed Fee
0.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—