Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.38%
10.96%
6 Months
30.29%
14.84%
1 Year
21.45%
16.93%
3 Years
18.94%
—
5 Years
—
—
Since Inception
23.25%
20.33%
Fund Age
3 yrs 1 mo
3 yrs
AUM
₹185.04 Cr
₹214.05 Cr
Alpha – 1 Year
16.73%
12.21%
Alpha – 3 Years
6.85%
—
Information Ratio – 3 Years
0.59
0.51
Volatility – 1 Year
29.11%
22.29%
Volatility – 3 Years
25.42%
21.03%
Beta – 1 Year
1.26
0.97
Beta – 3 Years
1.13
0.97
Sharpe Ratio – 1 Year
0.62
0.57
Sharpe Ratio – 3 Years
0.60
0.72
Worst Rolling Year
18.95%
18.92%
Value at Worst Rolling Year
₹1.19 Cr
₹1.19 Cr
Deepest Drawdown
−27.74%
−27.91%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
19.26%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 12% · M 21% · S 55%
Number of Stocks
40
25
Portfolio P/E
39.98
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
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—
Fixed Fee
0.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%