Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Unifi BCAD-2-BREAKOUT 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%
3.01%
6 Months
30.29%
9.93%
1 Year
21.45%
7.49%
3 Years
18.94%
9.34%
5 Years
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Since Inception
23.25%
11.87%
Fund Age
3 yrs 1 mo
4 yrs 7 mo
AUM
₹185.04 Cr
₹1,953.44 Cr
Alpha – 1 Year
16.73%
2.77%
Alpha – 3 Years
6.85%
−2.75%
Information Ratio – 3 Years
0.59
-0.26
Volatility – 1 Year
29.11%
19.15%
Volatility – 3 Years
25.42%
16.91%
Beta – 1 Year
1.26
1.06
Beta – 3 Years
1.13
1.03
Sharpe Ratio – 1 Year
0.62
0.19
Sharpe Ratio – 3 Years
0.60
0.30
Worst Rolling Year
18.95%
8.22%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−27.74%
−20.91%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
12.78%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 17% · M 8% · S 75%
Number of Stocks
40
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Portfolio P/E
39.98
23.80
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
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
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Fixed Fee
0.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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