Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs Spark - Core & Satellite
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
Spark - Core & Satellite
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
8.45%
−0.58%
6 Months
29.49%
−7.12%
1 Year
37.09%
0.89%
3 Years
18.49%
8.72%
5 Years
12.39%
12.45%
Since Inception
18.64%
16.65%
Fund Age
10 yrs 3 mo
7 yrs 4 mo
AUM
₹1,760.35 Cr
₹288.53 Cr
Alpha – 1 Year
32.37%
1.24%
Alpha – 3 Years
6.40%
−0.28%
Information Ratio – 3 Years
0.52
0.00
Volatility – 1 Year
25.02%
16.11%
Volatility – 3 Years
18.27%
15.05%
Beta – 1 Year
1.22
0.96
Beta – 3 Years
0.89
0.98
Sharpe Ratio – 1 Year
1.18
-0.20
Sharpe Ratio – 3 Years
0.74
0.28
Worst Rolling Year
-0.28%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−13.15%
—
Recovery Period
44 days
—
1-Year Rolling Windows Positive
99.89%
—
Median Rolling Year
16.20%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · S 71%
—
Number of Stocks
13
—
Portfolio P/E
41.36
—
Top 5 Holdings
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%
NTPC Ltd · 5.00%
State Bank of India · 4.50%
SBI Life Insurance Company Ltd · 4.50%
Kotak Mahindra Bank Ltd · 4.00%
EID Parry (India) Ltd · 4.00%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
—
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%