Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
ASK-DRP
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
8.45%
6 Months
−1.27%
29.49%
1 Year
2.67%
37.09%
3 Years
6.64%
18.49%
5 Years
7.83%
12.39%
Since Inception
10.74%
18.64%
Fund Age
8 yrs 1 mo
10 yrs 3 mo
AUM
₹495.64 Cr
₹1,760.35 Cr
Alpha – 1 Year
−0.31%
32.37%
Alpha – 3 Years
−5.24%
6.40%
Information Ratio – 3 Years
-0.72
0.52
Volatility – 1 Year
17.10%
25.02%
Volatility – 3 Years
16.45%
18.27%
Beta – 1 Year
0.95
1.22
Beta – 3 Years
0.97
0.89
Sharpe Ratio – 1 Year
-0.08
1.18
Sharpe Ratio – 3 Years
0.14
0.74
Worst Rolling Year
6.09%
-0.28%
Value at Worst Rolling Year
₹1.06 Cr
₹1.00 Cr
Deepest Drawdown
−22.30%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
14.93%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 11% · S 71%
Number of Stocks
26
13
Portfolio P/E
31.96
41.36
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
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 · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%