Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
30.29%
2.89%
1 Year
21.45%
2.59%
3 Years
18.94%
10.39%
5 Years
—
8.86%
Since Inception
23.25%
11.13%
Fund Age
3 yrs 1 mo
5 yrs 6 mo
AUM
₹185.04 Cr
₹63.54 Cr
Alpha – 1 Year
16.73%
−0.39%
Alpha – 3 Years
6.85%
−1.50%
Information Ratio – 3 Years
0.59
-0.34
Volatility – 1 Year
29.11%
16.68%
Volatility – 3 Years
25.42%
13.79%
Beta – 1 Year
1.26
0.95
Beta – 3 Years
1.13
0.88
Sharpe Ratio – 1 Year
0.62
-0.09
Sharpe Ratio – 3 Years
0.60
0.40
Worst Rolling Year
18.95%
6.98%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−27.74%
−15.31%
Recovery Period
472 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 69% · M 25% · S 5%
Number of Stocks
40
40
Portfolio P/E
39.98
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%