Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
8.45%
6 Months
5.22%
29.49%
1 Year
8.94%
37.09%
3 Years
10.33%
18.49%
5 Years
10.77%
12.39%
Since Inception
10.49%
18.64%
Fund Age
9 yrs 9 mo
10 yrs 3 mo
AUM
₹67.62 Cr
₹1,760.35 Cr
Alpha – 1 Year
−0.44%
32.37%
Alpha – 3 Years
0.76%
6.40%
Information Ratio – 3 Years
0.44
0.52
Volatility – 1 Year
2.31%
25.02%
Volatility – 3 Years
1.38%
18.27%
Beta – 1 Year
0.41
1.22
Beta – 3 Years
0.46
0.89
Sharpe Ratio – 1 Year
1.46
1.18
Sharpe Ratio – 3 Years
3.36
0.74
Worst Rolling Year
9.87%
-0.28%
Value at Worst Rolling Year
₹1.10 Cr
₹1.00 Cr
Deepest Drawdown
—
−13.15%
Recovery Period
—
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
10.78%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 11% · S 71%
Number of Stocks
17
13
Portfolio P/E
—
41.36
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
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
Others · 99.75%
Government · 0.23%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%