Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
8.45%
9.87%
6 Months
29.49%
46.37%
1 Year
37.09%
29.61%
3 Years
18.49%
24.62%
5 Years
12.39%
—
Since Inception
18.64%
39.89%
Fund Age
10 yrs 3 mo
20 mo
AUM
₹1,760.35 Cr
₹147.17 Cr
Alpha – 1 Year
32.37%
24.89%
Alpha – 3 Years
6.40%
12.53%
Information Ratio – 3 Years
0.52
—
Volatility – 1 Year
25.02%
25.97%
Volatility – 3 Years
18.27%
29.84%
Beta – 1 Year
1.22
1.03
Beta – 3 Years
0.89
—
Sharpe Ratio – 1 Year
1.18
0.92
Sharpe Ratio – 3 Years
0.74
1.29
Worst Rolling Year
-0.28%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−13.15%
−21.24%
Recovery Period
44 days
58 days
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%
—
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%