Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
Unifi BCAD
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%
2.20%
6 Months
29.49%
6.88%
1 Year
37.09%
5.29%
3 Years
18.49%
8.34%
5 Years
12.39%
9.52%
Since Inception
18.64%
13.35%
Fund Age
10 yrs 3 mo
8 yrs 3 mo
AUM
₹1,760.35 Cr
₹237.35 Cr
Alpha – 1 Year
32.37%
0.57%
Alpha – 3 Years
6.40%
−3.75%
Information Ratio – 3 Years
0.52
-0.44
Volatility – 1 Year
25.02%
19.09%
Volatility – 3 Years
18.27%
16.74%
Beta – 1 Year
1.22
1.07
Beta – 3 Years
0.89
1.01
Sharpe Ratio – 1 Year
1.18
0.09
Sharpe Ratio – 3 Years
0.74
0.25
Worst Rolling Year
-0.28%
7.37%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−13.15%
−20.73%
Recovery Period
44 days
Not yet recovered
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
16.20%
19.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · S 71%
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
—
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%