Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
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
3.35%
8.45%
6 Months
3.75%
29.49%
1 Year
−5.76%
37.09%
3 Years
3.98%
18.49%
5 Years
6.05%
12.39%
Since Inception
9.94%
18.64%
Fund Age
7 yrs 9 mo
10 yrs 3 mo
AUM
₹45.09 Cr
₹1,760.35 Cr
Alpha – 1 Year
−8.74%
32.37%
Alpha – 3 Years
−7.91%
6.40%
Information Ratio – 3 Years
-1.11
0.52
Volatility – 1 Year
21.69%
25.02%
Volatility – 3 Years
18.00%
18.27%
Beta – 1 Year
1.21
1.22
Beta – 3 Years
1.08
0.89
Sharpe Ratio – 1 Year
-0.42
1.18
Sharpe Ratio – 3 Years
0.01
0.74
Worst Rolling Year
3.08%
-0.28%
Value at Worst Rolling Year
₹1.03 Cr
₹1.00 Cr
Deepest Drawdown
−29.01%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
12.65%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
L 11% · S 71%
Number of Stocks
43
13
Portfolio P/E
—
41.36
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%