Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
8.45%
3.29%
6 Months
29.49%
14.68%
1 Year
37.09%
11.65%
3 Years
18.49%
7.09%
5 Years
12.39%
8.41%
Since Inception
18.64%
10.45%
Fund Age
10 yrs 3 mo
10 yrs 5 mo
AUM
₹1,760.35 Cr
₹24.48 Cr
Alpha – 1 Year
32.37%
12.00%
Alpha – 3 Years
6.40%
−1.90%
Information Ratio – 3 Years
0.52
-0.12
Volatility – 1 Year
25.02%
20.48%
Volatility – 3 Years
18.27%
16.32%
Beta – 1 Year
1.22
1.11
Beta – 3 Years
0.89
1.00
Sharpe Ratio – 1 Year
1.18
0.36
Sharpe Ratio – 3 Years
0.74
0.15
Worst Rolling Year
-0.28%
-5.06%
Value at Worst Rolling Year
₹1.00 Cr
₹0.95 Cr
Deepest Drawdown
−13.15%
−24.00%
Recovery Period
44 days
Not yet recovered
1-Year Rolling Windows Positive
99.89%
92.00%
Median Rolling Year
16.20%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · S 71%
L 41% · M 5% · S 35%
Number of Stocks
13
31
Portfolio P/E
41.36
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –