Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
8.45%
6 Months
−5.38%
29.49%
1 Year
−6.70%
37.09%
3 Years
7.98%
18.49%
5 Years
—
12.39%
Since Inception
7.98%
18.64%
Fund Age
2 yrs 11 mo
10 yrs 3 mo
AUM
₹7.31 Cr
₹1,760.35 Cr
Alpha – 1 Year
−6.35%
32.37%
Alpha – 3 Years
−1.02%
6.40%
Information Ratio – 3 Years
-0.08
0.52
Volatility – 1 Year
17.44%
25.02%
Volatility – 3 Years
15.65%
18.27%
Beta – 1 Year
1.08
1.22
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
-0.61
1.18
Sharpe Ratio – 3 Years
0.22
0.74
Worst Rolling Year
—
-0.28%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−21.15%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
—
99.89%
Median Rolling Year
—
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 11% · S 71%
Number of Stocks
66
13
Portfolio P/E
27.03
41.36
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%