Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Wallfort-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Wallfort-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.38%
0.44%
6 Months
30.29%
24.87%
1 Year
21.45%
7.81%
3 Years
18.94%
29.92%
5 Years
—
26.50%
Since Inception
23.25%
23.67%
Fund Age
3 yrs 1 mo
5 yrs 9 mo
AUM
₹185.04 Cr
₹607.62 Cr
Alpha – 1 Year
16.73%
3.09%
Alpha – 3 Years
6.85%
17.83%
Information Ratio – 3 Years
0.59
—
Volatility – 1 Year
29.11%
37.31%
Volatility – 3 Years
25.42%
29.20%
Beta – 1 Year
1.26
1.91
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.62
0.22
Sharpe Ratio – 3 Years
0.60
2.38
Worst Rolling Year
18.95%
7.15%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−27.74%
−15.58%
Recovery Period
472 days
40 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
36.18%
5-Year Rolling Windows Positive
—
100.00%
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%
Optiemus Infracom Ltd · 10.22%
Agarwal Industrial Corporation Ltd · 9.15%
Goldiam International Ltd · 8.04%
Eimco Elecon (India) Ltd · 7.56%
Nikhil Adhesives Ltd · 7.48%
Top Sectors
—
—
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%