Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
8.45%
7.67%
6 Months
29.49%
27.70%
1 Year
37.09%
47.52%
3 Years
18.49%
23.98%
5 Years
12.39%
15.87%
Since Inception
18.64%
18.55%
Fund Age
10 yrs 3 mo
16 yrs 2 mo
AUM
₹1,760.35 Cr
₹1,022.92 Cr
Alpha – 1 Year
32.37%
42.80%
Alpha – 3 Years
6.40%
11.89%
Information Ratio – 3 Years
0.52
1.12
Volatility – 1 Year
25.02%
28.29%
Volatility – 3 Years
18.27%
20.76%
Beta – 1 Year
1.22
1.36
Beta – 3 Years
0.89
1.07
Sharpe Ratio – 1 Year
1.18
1.33
Sharpe Ratio – 3 Years
0.74
0.99
Worst Rolling Year
-0.28%
-4.58%
Value at Worst Rolling Year
₹1.00 Cr
₹0.95 Cr
Deepest Drawdown
−13.15%
−19.51%
Recovery Period
44 days
115 days
1-Year Rolling Windows Positive
99.89%
97.86%
Median Rolling Year
16.20%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · S 71%
L 22% · M 32% · S 42%
Number of Stocks
13
26
Portfolio P/E
41.36
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%