Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
Unifi Blended - Rangoli
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%
3.17%
6 Months
29.49%
10.91%
1 Year
37.09%
10.45%
3 Years
18.49%
10.60%
5 Years
12.39%
10.74%
Since Inception
18.64%
18.07%
Fund Age
10 yrs 3 mo
9 yrs 2 mo
AUM
₹1,760.35 Cr
₹11,464.61 Cr
Alpha – 1 Year
32.37%
5.73%
Alpha – 3 Years
6.40%
−1.49%
Information Ratio – 3 Years
0.52
-0.11
Volatility – 1 Year
25.02%
18.78%
Volatility – 3 Years
18.27%
16.83%
Beta – 1 Year
1.22
1.04
Beta – 3 Years
0.89
1.02
Sharpe Ratio – 1 Year
1.18
0.34
Sharpe Ratio – 3 Years
0.74
0.37
Worst Rolling Year
-0.28%
4.89%
Value at Worst Rolling Year
₹1.00 Cr
₹1.05 Cr
Deepest Drawdown
−13.15%
−19.94%
Recovery Period
44 days
153 days
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
16.20%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · S 71%
L 24% · M 11% · S 66%
Number of Stocks
13
—
Portfolio P/E
41.36
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility 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%