Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
Sundaram Alternate - SISOP
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%
5.72%
6 Months
29.49%
23.48%
1 Year
37.09%
38.68%
3 Years
18.49%
26.01%
5 Years
12.39%
16.58%
Since Inception
18.64%
18.98%
Fund Age
10 yrs 3 mo
16 yrs 6 mo
AUM
₹1,760.35 Cr
₹1,885.18 Cr
Alpha – 1 Year
32.37%
33.96%
Alpha – 3 Years
6.40%
13.92%
Information Ratio – 3 Years
0.52
1.27
Volatility – 1 Year
25.02%
28.06%
Volatility – 3 Years
18.27%
20.41%
Beta – 1 Year
1.22
1.39
Beta – 3 Years
0.89
1.06
Sharpe Ratio – 1 Year
1.18
1.12
Sharpe Ratio – 3 Years
0.74
1.06
Worst Rolling Year
-0.28%
-4.06%
Value at Worst Rolling Year
₹1.00 Cr
₹0.96 Cr
Deepest Drawdown
−13.15%
−18.24%
Recovery Period
44 days
60 days
1-Year Rolling Windows Positive
99.89%
98.28%
Median Rolling Year
16.20%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 11% · S 71%
L 40% · M 32% · S 24%
Number of Stocks
13
28
Portfolio P/E
41.36
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%