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Balanced Portfolio
Balanced Portfolio

Balanced Portfolio

  • Prithvi Finmart Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 214
    Out of 235*
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Portfolio age2 years, 4 months
1.55%
4.27%
Hurdle Rate**7%
Fixed fee0.00%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Janak Kotecha
  • Manager Rank Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM165.19
  • Highest Return In 1 Yr-8.26%
Profile

Other Schemes
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Balanced Portfolio
AUM (₹ Cr)
₹165.19 Cr
Hurdle Rate
7%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
228 Out of 251
Fixed Fee
0.00%
Scheme Return
1.55%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
165.19
(As on Oct, 2025)
Inception Date
Jul 11, 2023
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
0.00%
Variable Fee
No Option
Hurdle Rate
7%
Profit Sharing
20% Profit Sharing Over 7% Hurdle Rate
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bt_logoINVESTMENT PHILOSOPHY

Objective

The primary investment objective of the proposed portfolio management product(s) would be to facilitate capital appreciation over the medium term to long term by investing in equity/ equity related instruments of companies listed in the Indian equity market.

Investment Approach

The investment strategy of the Portfolio Manager (PM) is designed to adopt a bottom-up approach, focusing on constructing a portfolio that encapsulates the organization's most confident investment ideas. This portfolio will primarily target high-quality companies known for their strong corporate governance.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Balanced Portfolio
AUM (₹ Cr)
₹165.19 Cr
Hurdle Rate
7%
Benchmark
S&P BSE 500 TRI
Category Rank
228 Out of 251
Fixed Fee
0.00%
Scheme Return
1.55%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Prithvi Finmart Pvt Ltd
Prithvi Finmart Pvt Ltd manages assets worth Rs 165.19 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

165.19 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Balanced Portfolio
AUM (₹ Cr)
₹165.19 Cr
Hurdle Rate
7%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
228 Out of 251
Fixed Fee
0.00%
Scheme Return
1.55%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Balanced Portfolio?
The hurdle rate of Balanced Portfolio is 7%.
What is the fixed fee charged in Balanced Portfolio ?
The fixed fee charged in Balanced Portfolio is 0.00%.
What is the variable fee charged in Balanced Portfolio ?
There is no option for Variable fee.
What is the profit sharing in Balanced Portfolio ?
The profit sharing in Balanced Portfolio is 20% Profit Sharing Over 7% Hurdle Rate.
What is the minimum investment in Balanced Portfolio ?
The minimum investment in Balanced Portfolio is ₹50 Lacs
What type of scheme is Balanced Portfolio?
Balanced Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Balanced Portfolio?
The inception date of Balanced Portfolio is Jul 11, 2023.
What is the exit load of Balanced Portfolio?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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