Portfolio Management Services (PMS)Compare Schemes
NAFA - Emerging Bluechip vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
NAFA - Emerging Bluechip
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
0.39%
8.45%
6 Months
5.71%
29.49%
1 Year
−0.97%
37.09%
3 Years
8.86%
18.49%
5 Years
14.20%
12.39%
Since Inception
14.76%
18.64%
Fund Age
10 yrs 5 mo
10 yrs 3 mo
AUM
₹447.76 Cr
₹1,760.35 Cr
Alpha – 1 Year
−2.83%
32.37%
Alpha – 3 Years
−3.22%
6.40%
Information Ratio – 3 Years
0.04
0.52
Volatility – 1 Year
24.79%
25.02%
Volatility – 3 Years
21.25%
18.27%
Beta – 1 Year
1.35
1.22
Beta – 3 Years
1.20
0.89
Sharpe Ratio – 1 Year
-0.14
1.18
Sharpe Ratio – 3 Years
0.31
0.74
Worst Rolling Year
-13.00%
-0.28%
Value at Worst Rolling Year
₹0.87 Cr
₹1.00 Cr
Deepest Drawdown
−26.06%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
84.68%
99.89%
Median Rolling Year
19.56%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 84%
L 11% · S 71%
Number of Stocks
32
13
Portfolio P/E
33.69
41.36
Top 5 Holdings
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
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
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
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)
1% / 0% / 0%
0% / 0% / 0%