Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
SRE - Shield
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%
−0.37%
6 Months
29.49%
3.64%
1 Year
37.09%
6.24%
3 Years
18.49%
9.36%
5 Years
12.39%
8.05%
Since Inception
18.64%
9.66%
Fund Age
10 yrs 3 mo
8 yrs 3 mo
AUM
₹1,760.35 Cr
₹32.8 Cr
Alpha – 1 Year
32.37%
6.59%
Alpha – 3 Years
6.40%
0.36%
Information Ratio – 3 Years
0.52
0.14
Volatility – 1 Year
25.02%
18.27%
Volatility – 3 Years
18.27%
15.46%
Beta – 1 Year
1.22
1.08
Beta – 3 Years
0.89
1.07
Sharpe Ratio – 1 Year
1.18
0.15
Sharpe Ratio – 3 Years
0.74
0.34
Worst Rolling Year
-0.28%
6.25%
Value at Worst Rolling Year
₹1.00 Cr
₹1.06 Cr
Deepest Drawdown
−13.15%
−22.11%
Recovery Period
44 days
Not yet recovered
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
16.20%
12.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · S 71%
L 58% · M 28% · S 8%
Number of Stocks
13
33
Portfolio P/E
41.36
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%