Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
8.45%
6 Months
24.60%
29.49%
1 Year
7.56%
37.09%
3 Years
20.98%
18.49%
5 Years
—
12.39%
Since Inception
24.10%
18.64%
Fund Age
4 yrs 4 mo
10 yrs 3 mo
AUM
₹3.89 Cr
₹1,760.35 Cr
Alpha – 1 Year
4.58%
32.37%
Alpha – 3 Years
9.08%
6.40%
Information Ratio – 3 Years
0.07
0.52
Volatility – 1 Year
32.74%
25.02%
Volatility – 3 Years
27.24%
18.27%
Beta – 1 Year
1.49
1.22
Beta – 3 Years
1.30
0.89
Sharpe Ratio – 1 Year
0.20
1.18
Sharpe Ratio – 3 Years
0.49
0.74
Worst Rolling Year
17.91%
-0.28%
Value at Worst Rolling Year
₹1.18 Cr
₹1.00 Cr
Deepest Drawdown
−34.40%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
25.17%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · S 71%
Number of Stocks
27
13
Portfolio P/E
52.77
41.36
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%