Portfolio Management Services (PMS)Compare Schemes
Nippon - Emerging India - EIP vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Nippon - Emerging India - EIP
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
2.63%
8.45%
6 Months
13.11%
29.49%
1 Year
15.44%
37.09%
3 Years
15.82%
18.49%
5 Years
15.29%
12.39%
Since Inception
15.37%
18.64%
Fund Age
9 yrs 4 mo
10 yrs 3 mo
AUM
₹32.48 Cr
₹1,760.35 Cr
Alpha – 1 Year
10.72%
32.37%
Alpha – 3 Years
3.73%
6.40%
Information Ratio – 3 Years
0.69
0.52
Volatility – 1 Year
17.99%
25.02%
Volatility – 3 Years
17.45%
18.27%
Beta – 1 Year
0.99
1.22
Beta – 3 Years
1.02
0.89
Sharpe Ratio – 1 Year
0.59
1.18
Sharpe Ratio – 3 Years
0.71
0.74
Worst Rolling Year
-6.27%
-0.28%
Value at Worst Rolling Year
₹0.94 Cr
₹1.00 Cr
Deepest Drawdown
−21.15%
−13.15%
Recovery Period
474 days
44 days
1-Year Rolling Windows Positive
92.43%
99.89%
Median Rolling Year
21.04%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 22% · S 44%
L 11% · S 71%
Number of Stocks
30
13
Portfolio P/E
30.67
41.36
Top 5 Holdings
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
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 · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%