Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
ValueQuest - Platinum
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%
2.62%
6 Months
29.49%
20.31%
1 Year
37.09%
5.50%
3 Years
18.49%
14.22%
5 Years
12.39%
16.13%
Since Inception
18.64%
18.70%
Fund Age
10 yrs 3 mo
9 yrs 8 mo
AUM
₹1,760.35 Cr
₹3,491.64 Cr
Alpha – 1 Year
32.37%
2.52%
Alpha – 3 Years
6.40%
2.33%
Information Ratio – 3 Years
0.52
0.19
Volatility – 1 Year
25.02%
25.24%
Volatility – 3 Years
18.27%
21.26%
Beta – 1 Year
1.22
1.29
Beta – 3 Years
0.89
1.17
Sharpe Ratio – 1 Year
1.18
0.11
Sharpe Ratio – 3 Years
0.74
0.48
Worst Rolling Year
-0.28%
-9.34%
Value at Worst Rolling Year
₹1.00 Cr
₹0.91 Cr
Deepest Drawdown
−13.15%
−6.25%
Recovery Period
44 days
13 days
1-Year Rolling Windows Positive
99.89%
93.29%
Median Rolling Year
16.20%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · S 71%
L 23% · M 15% · S 57%
Number of Stocks
13
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 1%