Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
8.45%
6 Months
12.65%
29.49%
1 Year
22.80%
37.09%
3 Years
18.05%
18.49%
5 Years
41.98%
12.39%
Since Inception
7.54%
18.64%
Fund Age
9 yrs 2 mo
10 yrs 3 mo
AUM
₹9.17 Cr
₹1,760.35 Cr
Alpha – 1 Year
24.84%
32.37%
Alpha – 3 Years
11.40%
6.40%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
21.50%
25.02%
Volatility – 3 Years
17.94%
18.27%
Beta – 1 Year
—
1.22
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
0.82
1.18
Sharpe Ratio – 3 Years
0.76
0.74
Worst Rolling Year
-34.33%
-0.28%
Value at Worst Rolling Year
₹0.66 Cr
₹1.00 Cr
Deepest Drawdown
−18.33%
−13.15%
Recovery Period
81 days
44 days
1-Year Rolling Windows Positive
68.37%
99.89%
Median Rolling Year
26.92%
16.20%
5-Year Rolling Windows Positive
74.51%
100.00%
Market-Cap Mix
L 13% · M 14% · S 73%
L 11% · S 71%
Number of Stocks
18
13
Portfolio P/E
18.68
41.36
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%