Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
Tamohara - Q Strategy
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%
−0.46%
6 Months
29.49%
6.77%
1 Year
37.09%
7.38%
3 Years
18.49%
9.03%
5 Years
12.39%
—
Since Inception
18.64%
10.29%
Fund Age
10 yrs 3 mo
4 yrs 2 mo
AUM
₹1,760.35 Cr
₹9.69 Cr
Alpha – 1 Year
32.37%
7.73%
Alpha – 3 Years
6.40%
0.04%
Information Ratio – 3 Years
0.52
0.09
Volatility – 1 Year
25.02%
17.08%
Volatility – 3 Years
18.27%
16.18%
Beta – 1 Year
1.22
0.95
Beta – 3 Years
0.89
1.08
Sharpe Ratio – 1 Year
1.18
0.20
Sharpe Ratio – 3 Years
0.74
0.33
Worst Rolling Year
-0.28%
7.39%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−13.15%
−24.88%
Recovery Period
44 days
Not yet recovered
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
16.20%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · S 71%
L 41% · M 53%
Number of Stocks
13
22
Portfolio P/E
41.36
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –