Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
8.45%
6 Months
15.19%
29.49%
1 Year
3.21%
37.09%
3 Years
19.65%
18.49%
5 Years
—
12.39%
Since Inception
25.09%
18.64%
Fund Age
3 yrs 5 mo
10 yrs 3 mo
AUM
₹4,148.34 Cr
₹1,760.35 Cr
Alpha – 1 Year
0.23%
32.37%
Alpha – 3 Years
7.77%
6.40%
Information Ratio – 3 Years
0.62
0.52
Volatility – 1 Year
21.54%
25.02%
Volatility – 3 Years
22.15%
18.27%
Beta – 1 Year
1.06
1.22
Beta – 3 Years
1.15
0.89
Sharpe Ratio – 1 Year
-0.01
1.18
Sharpe Ratio – 3 Years
0.68
0.74
Worst Rolling Year
19.49%
-0.28%
Value at Worst Rolling Year
₹1.19 Cr
₹1.00 Cr
Deepest Drawdown
−27.91%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
21.76%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 11% · S 71%
Number of Stocks
26
13
Portfolio P/E
55.82
41.36
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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 · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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)
2% / 0% / 0%
0% / 0% / 0%