Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.38%
3.26%
6 Months
30.29%
4.03%
1 Year
21.45%
0.70%
3 Years
18.94%
10.01%
5 Years
—
8.40%
Since Inception
23.25%
14.84%
Fund Age
3 yrs 1 mo
7 yrs 10 mo
AUM
₹185.04 Cr
₹2,937.84 Cr
Alpha – 1 Year
16.73%
−2.28%
Alpha – 3 Years
6.85%
−1.88%
Information Ratio – 3 Years
0.59
-0.37
Volatility – 1 Year
29.11%
17.90%
Volatility – 3 Years
25.42%
14.65%
Beta – 1 Year
1.26
1.00
Beta – 3 Years
1.13
0.93
Sharpe Ratio – 1 Year
0.62
-0.18
Sharpe Ratio – 3 Years
0.60
0.35
Worst Rolling Year
18.95%
7.25%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−27.74%
−18.24%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 58% · M 15% · S 26%
Number of Stocks
40
71
Portfolio P/E
39.98
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
—
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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%