Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
SVAN Velocity
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%
3.40%
6 Months
29.49%
21.77%
1 Year
37.09%
16.05%
3 Years
18.49%
23.24%
5 Years
12.39%
—
Since Inception
18.64%
24.82%
Fund Age
10 yrs 3 mo
3 yrs 1 mo
AUM
₹1,760.35 Cr
₹415.03 Cr
Alpha – 1 Year
32.37%
11.33%
Alpha – 3 Years
6.40%
11.15%
Information Ratio – 3 Years
0.52
0.72
Volatility – 1 Year
25.02%
25.50%
Volatility – 3 Years
18.27%
24.35%
Beta – 1 Year
1.22
1.34
Beta – 3 Years
0.89
1.27
Sharpe Ratio – 1 Year
1.18
0.50
Sharpe Ratio – 3 Years
0.74
0.77
Worst Rolling Year
-0.28%
23.24%
Value at Worst Rolling Year
₹1.00 Cr
₹1.23 Cr
Deepest Drawdown
−13.15%
−25.33%
Recovery Period
44 days
104 days
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
16.20%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · S 71%
M 2% · S 95%
Number of Stocks
13
—
Portfolio P/E
41.36
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –