Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
8.45%
6 Months
10.76%
29.49%
1 Year
8.14%
37.09%
3 Years
7.76%
18.49%
5 Years
10.03%
12.39%
Since Inception
11.69%
18.64%
Fund Age
6 yrs 8 mo
10 yrs 3 mo
AUM
₹87.23 Cr
₹1,760.35 Cr
Alpha – 1 Year
8.57%
32.37%
Alpha – 3 Years
−0.81%
6.40%
Information Ratio – 3 Years
0.02
0.52
Volatility – 1 Year
23.09%
25.02%
Volatility – 3 Years
18.26%
18.27%
Beta – 1 Year
1.29
1.22
Beta – 3 Years
1.11
0.89
Sharpe Ratio – 1 Year
0.21
1.18
Sharpe Ratio – 3 Years
0.22
0.74
Worst Rolling Year
6.59%
-0.28%
Value at Worst Rolling Year
₹1.07 Cr
₹1.00 Cr
Deepest Drawdown
−25.42%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
13.94%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 11% · S 71%
Number of Stocks
41
13
Portfolio P/E
25.23
41.36
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp 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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
0% / 0% / 0%