Portfolio Management Services (PMS)Compare Schemes
Hanut - Fundamental Quant vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Hanut - Fundamental Quant
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.57%
8.45%
6 Months
13.27%
29.49%
1 Year
19.25%
37.09%
3 Years
19.26%
18.49%
5 Years
12.69%
12.39%
Since Inception
18.49%
18.64%
Fund Age
7 yrs 3 mo
10 yrs 3 mo
AUM
₹40.18 Cr
₹1,760.35 Cr
Alpha – 1 Year
14.53%
32.37%
Alpha – 3 Years
7.17%
6.40%
Information Ratio – 3 Years
0.70
0.52
Volatility – 1 Year
26.49%
25.02%
Volatility – 3 Years
18.75%
18.27%
Beta – 1 Year
1.37
1.22
Beta – 3 Years
1.06
0.89
Sharpe Ratio – 1 Year
0.59
1.18
Sharpe Ratio – 3 Years
0.71
0.74
Worst Rolling Year
12.14%
-0.28%
Value at Worst Rolling Year
₹1.12 Cr
₹1.00 Cr
Deepest Drawdown
−15.45%
−13.15%
Recovery Period
24 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
20.15%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 13% · M 41% · S 44%
L 11% · S 71%
Number of Stocks
36
13
Portfolio P/E
41.94
41.36
Top 5 Holdings
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
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 · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%