Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
8.45%
3.93%
6 Months
29.49%
25.32%
1 Year
37.09%
18.21%
3 Years
18.49%
32.70%
5 Years
12.39%
23.63%
Since Inception
18.64%
28.38%
Fund Age
10 yrs 3 mo
7 yrs 10 mo
AUM
₹1,760.35 Cr
₹8,686.39 Cr
Alpha – 1 Year
32.37%
13.49%
Alpha – 3 Years
6.40%
20.61%
Information Ratio – 3 Years
0.52
1.92
Volatility – 1 Year
25.02%
22.97%
Volatility – 3 Years
18.27%
19.40%
Beta – 1 Year
1.22
1.12
Beta – 3 Years
0.89
0.98
Sharpe Ratio – 1 Year
1.18
0.61
Sharpe Ratio – 3 Years
0.74
1.30
Worst Rolling Year
-0.28%
17.00%
Value at Worst Rolling Year
₹1.00 Cr
₹1.17 Cr
Deepest Drawdown
−13.15%
−22.23%
Recovery Period
44 days
227 days
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
16.20%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · S 71%
L 37% · M 30% · S 25%
Number of Stocks
13
43
Portfolio P/E
41.36
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%