Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Valcreate Lifesciences and Specialty Opportunities
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%
6.35%
6 Months
30.29%
17.95%
1 Year
21.45%
21.71%
3 Years
18.94%
19.34%
5 Years
—
—
Since Inception
23.25%
19.34%
Fund Age
3 yrs 1 mo
3 yrs 6 mo
AUM
₹185.04 Cr
₹18.73 Cr
Alpha – 1 Year
16.73%
16.99%
Alpha – 3 Years
6.85%
7.25%
Information Ratio – 3 Years
0.59
0.85
Volatility – 1 Year
29.11%
22.22%
Volatility – 3 Years
25.42%
20.72%
Beta – 1 Year
1.26
0.87
Beta – 3 Years
1.13
0.89
Sharpe Ratio – 1 Year
0.62
0.75
Sharpe Ratio – 3 Years
0.60
0.85
Worst Rolling Year
18.95%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−27.74%
—
Recovery Period
472 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.62%
—
5-Year Rolling Windows Positive
—
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
—
—
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%