Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
29.49%
13.10%
1 Year
37.09%
18.11%
3 Years
18.49%
14.56%
5 Years
12.39%
8.71%
Since Inception
18.64%
13.67%
Fund Age
10 yrs 3 mo
11 yrs 2 mo
AUM
₹1,760.35 Cr
₹138.06 Cr
Alpha – 1 Year
32.37%
18.46%
Alpha – 3 Years
6.40%
5.57%
Information Ratio – 3 Years
0.52
0.62
Volatility – 1 Year
25.02%
22.83%
Volatility – 3 Years
18.27%
16.72%
Beta – 1 Year
1.22
1.29
Beta – 3 Years
0.89
1.00
Sharpe Ratio – 1 Year
1.18
0.61
Sharpe Ratio – 3 Years
0.74
0.55
Worst Rolling Year
-0.28%
-8.44%
Value at Worst Rolling Year
₹1.00 Cr
₹0.92 Cr
Deepest Drawdown
−13.15%
−17.10%
Recovery Period
44 days
115 days
1-Year Rolling Windows Positive
99.89%
92.53%
Median Rolling Year
16.20%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · S 71%
L 38% · M 14% · S 45%
Number of Stocks
13
18
Portfolio P/E
41.36
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%