Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Valtrust Momentum
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%
4.78%
6 Months
30.29%
15.08%
1 Year
21.45%
13.63%
3 Years
18.94%
16.91%
5 Years
—
—
Since Inception
23.25%
23.12%
Fund Age
3 yrs 1 mo
3 yrs 7 mo
AUM
₹185.04 Cr
₹78.91 Cr
Alpha – 1 Year
16.73%
8.91%
Alpha – 3 Years
6.85%
4.82%
Information Ratio – 3 Years
0.59
0.40
Volatility – 1 Year
29.11%
20.25%
Volatility – 3 Years
25.42%
21.43%
Beta – 1 Year
1.26
1.06
Beta – 3 Years
1.13
1.18
Sharpe Ratio – 1 Year
0.62
0.47
Sharpe Ratio – 3 Years
0.60
0.59
Worst Rolling Year
18.95%
15.66%
Value at Worst Rolling Year
₹1.19 Cr
₹1.16 Cr
Deepest Drawdown
−27.74%
−29.56%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
19.72%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 15% · M 30% · S 55%
Number of Stocks
40
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
—
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
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%