Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
29.49%
31.10%
1 Year
37.09%
52.47%
3 Years
18.49%
17.74%
5 Years
12.39%
16.38%
Since Inception
18.64%
15.58%
Fund Age
10 yrs 3 mo
16 yrs 9 mo
AUM
₹1,760.35 Cr
₹132.42 Cr
Alpha – 1 Year
32.37%
47.75%
Alpha – 3 Years
6.40%
5.65%
Information Ratio – 3 Years
0.52
0.46
Volatility – 1 Year
25.02%
26.74%
Volatility – 3 Years
18.27%
21.32%
Beta – 1 Year
1.22
1.30
Beta – 3 Years
0.89
0.97
Sharpe Ratio – 1 Year
1.18
1.52
Sharpe Ratio – 3 Years
0.74
0.68
Worst Rolling Year
-0.28%
-15.93%
Value at Worst Rolling Year
₹1.00 Cr
₹0.84 Cr
Deepest Drawdown
−13.15%
−20.79%
Recovery Period
44 days
134 days
1-Year Rolling Windows Positive
99.89%
89.14%
Median Rolling Year
16.20%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 11% · S 71%
M 9% · S 83%
Number of Stocks
13
26
Portfolio P/E
41.36
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%