Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
White Pine India Emerging Stars Approach
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%
0.30%
6 Months
30.29%
26.99%
1 Year
21.45%
26.29%
3 Years
18.94%
27.01%
5 Years
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Since Inception
23.25%
35.84%
Fund Age
3 yrs 1 mo
4 yrs 3 mo
AUM
₹185.04 Cr
₹521.91 Cr
Alpha – 1 Year
16.73%
28.33%
Alpha – 3 Years
6.85%
20.36%
Information Ratio – 3 Years
0.59
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Volatility – 1 Year
29.11%
31.27%
Volatility – 3 Years
25.42%
25.96%
Beta – 1 Year
1.26
—
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.62
0.72
Sharpe Ratio – 3 Years
0.60
0.85
Worst Rolling Year
18.95%
27.02%
Value at Worst Rolling Year
₹1.19 Cr
₹1.27 Cr
Deepest Drawdown
−27.74%
−26.38%
Recovery Period
472 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
40
49
Portfolio P/E
39.98
21.17
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%
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Top Sectors
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Fixed Fee
0.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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