Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
ValueQuest - Growth
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%
1.42%
6 Months
30.29%
31.94%
1 Year
21.45%
21.84%
3 Years
18.94%
17.21%
5 Years
—
16.75%
Since Inception
23.25%
18.18%
Fund Age
3 yrs 1 mo
13 yrs 5 mo
AUM
₹185.04 Cr
₹2,035.08 Cr
Alpha – 1 Year
16.73%
18.86%
Alpha – 3 Years
6.85%
5.32%
Information Ratio – 3 Years
0.59
0.50
Volatility – 1 Year
29.11%
24.29%
Volatility – 3 Years
25.42%
19.24%
Beta – 1 Year
1.26
1.15
Beta – 3 Years
1.13
1.04
Sharpe Ratio – 1 Year
0.62
0.70
Sharpe Ratio – 3 Years
0.60
0.65
Worst Rolling Year
18.95%
-15.08%
Value at Worst Rolling Year
₹1.19 Cr
₹0.85 Cr
Deepest Drawdown
−27.74%
−8.16%
Recovery Period
472 days
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
20.62%
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
—
L 23% · M 1% · S 69%
Number of Stocks
40
24
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
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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%
1% / 1% / 1%