Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
8.45%
6 Months
1.74%
29.49%
1 Year
10.49%
37.09%
3 Years
12.80%
18.49%
5 Years
12.91%
12.39%
Since Inception
15.37%
18.64%
Fund Age
7 yrs 7 mo
10 yrs 3 mo
AUM
₹15.96 Cr
₹1,760.35 Cr
Alpha – 1 Year
10.84%
32.37%
Alpha – 3 Years
3.80%
6.40%
Information Ratio – 3 Years
0.47
0.52
Volatility – 1 Year
19.22%
25.02%
Volatility – 3 Years
17.53%
18.27%
Beta – 1 Year
1.18
1.22
Beta – 3 Years
1.15
0.89
Sharpe Ratio – 1 Year
0.34
1.18
Sharpe Ratio – 3 Years
0.48
0.74
Worst Rolling Year
12.46%
-0.28%
Value at Worst Rolling Year
₹1.12 Cr
₹1.00 Cr
Deepest Drawdown
−19.38%
−13.15%
Recovery Period
275 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
18.63%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 11% · S 71%
Number of Stocks
38
13
Portfolio P/E
24.65
41.36
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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%