Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
TCG Transformative Growth Portfolio
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%
2.52%
6 Months
29.49%
12.02%
1 Year
37.09%
4.98%
3 Years
18.49%
—
5 Years
12.39%
—
Since Inception
18.64%
2.03%
Fund Age
10 yrs 3 mo
1 yr 10 mo
AUM
₹1,760.35 Cr
₹167.29 Cr
Alpha – 1 Year
32.37%
0.26%
Alpha – 3 Years
6.40%
—
Information Ratio – 3 Years
0.52
—
Volatility – 1 Year
25.02%
26.96%
Volatility – 3 Years
18.27%
—
Beta – 1 Year
1.22
1.44
Beta – 3 Years
0.89
—
Sharpe Ratio – 1 Year
1.18
0.10
Sharpe Ratio – 3 Years
0.74
—
Worst Rolling Year
-0.28%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−13.15%
−22.46%
Recovery Period
44 days
Not yet recovered
1-Year Rolling Windows Positive
99.89%
—
Median Rolling Year
16.20%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · S 71%
M 5% · S 94%
Number of Stocks
13
20
Portfolio P/E
41.36
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 1.5% / 0%