Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
Turtle Wealth -Wealth Mantra
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%
4.93%
6 Months
29.49%
2.72%
1 Year
37.09%
22.88%
3 Years
18.49%
20.47%
5 Years
12.39%
15.12%
Since Inception
18.64%
17.02%
Fund Age
10 yrs 3 mo
6 yrs 11 mo
AUM
₹1,760.35 Cr
₹261.05 Cr
Alpha – 1 Year
32.37%
18.16%
Alpha – 3 Years
6.40%
8.38%
Information Ratio – 3 Years
0.52
0.98
Volatility – 1 Year
25.02%
17.62%
Volatility – 3 Years
18.27%
15.64%
Beta – 1 Year
1.22
0.83
Beta – 3 Years
0.89
0.87
Sharpe Ratio – 1 Year
1.18
0.97
Sharpe Ratio – 3 Years
0.74
0.94
Worst Rolling Year
-0.28%
7.22%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−13.15%
−19.96%
Recovery Period
44 days
189 days
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
16.20%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · S 71%
L 28% · M 19% · S 43%
Number of Stocks
13
18
Portfolio P/E
41.36
63.91
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%
Cash & Cash Equivalent · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%