Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
30.29%
7.61%
1 Year
21.45%
−0.76%
3 Years
18.94%
11.28%
5 Years
—
9.58%
Since Inception
23.25%
11.67%
Fund Age
3 yrs 1 mo
7 yrs 11 mo
AUM
₹185.04 Cr
₹12.5 Cr
Alpha – 1 Year
16.73%
−3.74%
Alpha – 3 Years
6.85%
−0.61%
Information Ratio – 3 Years
0.59
-0.06
Volatility – 1 Year
29.11%
20.02%
Volatility – 3 Years
25.42%
16.21%
Beta – 1 Year
1.26
1.05
Beta – 3 Years
1.13
0.91
Sharpe Ratio – 1 Year
0.62
-0.22
Sharpe Ratio – 3 Years
0.60
0.41
Worst Rolling Year
18.95%
8.66%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
−27.74%
−24.66%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 36% · M 30% · S 35%
Number of Stocks
40
15
Portfolio P/E
39.98
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
—
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%