Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.27%
8.45%
6 Months
6.66%
29.49%
1 Year
7.95%
37.09%
3 Years
14.01%
18.49%
5 Years
12.40%
12.39%
Since Inception
16.07%
18.64%
Fund Age
12 yrs 5 mo
10 yrs 3 mo
AUM
₹27.98 Cr
₹1,760.35 Cr
Alpha – 1 Year
3.23%
32.37%
Alpha – 3 Years
1.92%
6.40%
Information Ratio – 3 Years
0.55
0.52
Volatility – 1 Year
16.42%
25.02%
Volatility – 3 Years
14.36%
18.27%
Beta – 1 Year
0.92
1.22
Beta – 3 Years
0.91
0.89
Sharpe Ratio – 1 Year
0.15
1.18
Sharpe Ratio – 3 Years
0.63
0.74
Worst Rolling Year
-4.39%
-0.28%
Value at Worst Rolling Year
₹0.96 Cr
₹1.00 Cr
Deepest Drawdown
−17.36%
−13.15%
Recovery Period
532 days
44 days
1-Year Rolling Windows Positive
97.43%
99.89%
Median Rolling Year
15.67%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 6% · S 37%
L 11% · S 71%
Number of Stocks
30
13
Portfolio P/E
29.90
41.36
Top 5 Holdings
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
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 · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%