Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
ValueQuest - Platinum
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%
2.62%
6 Months
30.29%
20.31%
1 Year
21.45%
5.50%
3 Years
18.94%
14.22%
5 Years
—
16.13%
Since Inception
23.25%
18.70%
Fund Age
3 yrs 1 mo
9 yrs 8 mo
AUM
₹185.04 Cr
₹3,491.64 Cr
Alpha – 1 Year
16.73%
2.52%
Alpha – 3 Years
6.85%
2.33%
Information Ratio – 3 Years
0.59
0.19
Volatility – 1 Year
29.11%
25.24%
Volatility – 3 Years
25.42%
21.26%
Beta – 1 Year
1.26
1.29
Beta – 3 Years
1.13
1.17
Sharpe Ratio – 1 Year
0.62
0.11
Sharpe Ratio – 3 Years
0.60
0.48
Worst Rolling Year
18.95%
-9.34%
Value at Worst Rolling Year
₹1.19 Cr
₹0.91 Cr
Deepest Drawdown
−27.74%
−6.25%
Recovery Period
472 days
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
20.62%
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 23% · M 15% · S 57%
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics 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%