Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.38%
9.87%
6 Months
30.29%
46.37%
1 Year
21.45%
29.61%
3 Years
18.94%
24.62%
5 Years
—
—
Since Inception
23.25%
39.89%
Fund Age
3 yrs 1 mo
20 mo
AUM
₹185.04 Cr
₹147.17 Cr
Alpha – 1 Year
16.73%
24.89%
Alpha – 3 Years
6.85%
12.53%
Information Ratio – 3 Years
0.59
—
Volatility – 1 Year
29.11%
25.97%
Volatility – 3 Years
25.42%
29.84%
Beta – 1 Year
1.26
1.03
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.62
0.92
Sharpe Ratio – 3 Years
0.60
1.29
Worst Rolling Year
18.95%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−27.74%
−21.24%
Recovery Period
472 days
58 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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
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—
Fixed Fee
0.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%