Portfolio Management Services (PMS)Compare Schemes
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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
0.95%
8.45%
6 Months
11.98%
29.49%
1 Year
18.12%
37.09%
3 Years
18.24%
18.49%
5 Years
—
12.39%
Since Inception
20.21%
18.64%
Fund Age
4 yrs 8 mo
10 yrs 3 mo
AUM
₹424.87 Cr
₹1,760.35 Cr
Alpha – 1 Year
13.40%
32.37%
Alpha – 3 Years
6.15%
6.40%
Information Ratio – 3 Years
0.85
0.52
Volatility – 1 Year
22.44%
25.02%
Volatility – 3 Years
19.69%
18.27%
Beta – 1 Year
1.22
1.22
Beta – 3 Years
1.10
0.89
Sharpe Ratio – 1 Year
0.61
1.18
Sharpe Ratio – 3 Years
0.80
0.74
Worst Rolling Year
18.24%
-0.28%
Value at Worst Rolling Year
₹1.18 Cr
₹1.00 Cr
Deepest Drawdown
−25.57%
−13.15%
Recovery Period
337 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
24.33%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 1% · S 89%
L 11% · S 71%
Number of Stocks
30
13
Portfolio P/E
23.45
41.36
Top 5 Holdings
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
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
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%