Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Unifi BCAD
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%
2.20%
6 Months
30.29%
6.88%
1 Year
21.45%
5.29%
3 Years
18.94%
8.34%
5 Years
—
9.52%
Since Inception
23.25%
13.35%
Fund Age
3 yrs 1 mo
8 yrs 3 mo
AUM
₹185.04 Cr
₹237.35 Cr
Alpha – 1 Year
16.73%
0.57%
Alpha – 3 Years
6.85%
−3.75%
Information Ratio – 3 Years
0.59
-0.44
Volatility – 1 Year
29.11%
19.09%
Volatility – 3 Years
25.42%
16.74%
Beta – 1 Year
1.26
1.07
Beta – 3 Years
1.13
1.01
Sharpe Ratio – 1 Year
0.62
0.09
Sharpe Ratio – 3 Years
0.60
0.25
Worst Rolling Year
18.95%
7.37%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−27.74%
−20.73%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
19.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
40
—
Portfolio P/E
39.98
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Top Sectors
—
—
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%