Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
29.49%
24.02%
1 Year
37.09%
36.06%
3 Years
18.49%
24.43%
5 Years
12.39%
16.10%
Since Inception
18.64%
15.98%
Fund Age
10 yrs 3 mo
14 yrs 10 mo
AUM
₹1,760.35 Cr
₹214.08 Cr
Alpha – 1 Year
32.37%
31.34%
Alpha – 3 Years
6.40%
12.34%
Information Ratio – 3 Years
0.52
1.07
Volatility – 1 Year
25.02%
26.85%
Volatility – 3 Years
18.27%
19.70%
Beta – 1 Year
1.22
1.34
Beta – 3 Years
0.89
1.03
Sharpe Ratio – 1 Year
1.18
1.08
Sharpe Ratio – 3 Years
0.74
0.96
Worst Rolling Year
-0.28%
-9.81%
Value at Worst Rolling Year
₹1.00 Cr
₹0.90 Cr
Deepest Drawdown
−13.15%
−18.65%
Recovery Period
44 days
63 days
1-Year Rolling Windows Positive
99.89%
90.43%
Median Rolling Year
16.20%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · S 71%
L 40% · M 33% · S 24%
Number of Stocks
13
31
Portfolio P/E
41.36
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%