Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced Portfolio
Xylem Maverick Strategy
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%
9.42%
6 Months
30.29%
52.78%
1 Year
21.45%
27.27%
3 Years
18.94%
—
5 Years
—
—
Since Inception
23.25%
23.72%
Fund Age
3 yrs 1 mo
19 mo
AUM
₹185.04 Cr
₹71.55 Cr
Alpha – 1 Year
16.73%
22.55%
Alpha – 3 Years
6.85%
—
Information Ratio – 3 Years
0.59
—
Volatility – 1 Year
29.11%
31.93%
Volatility – 3 Years
25.42%
—
Beta – 1 Year
1.26
1.29
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.62
0.74
Sharpe Ratio – 3 Years
0.60
—
Worst Rolling Year
18.95%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−27.74%
−27.01%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.62%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 96%
Number of Stocks
40
19
Portfolio P/E
39.98
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
0.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%