Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
White Oak India Select Equity 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%
4.84%
6 Months
29.49%
7.61%
1 Year
37.09%
−0.76%
3 Years
18.49%
11.28%
5 Years
12.39%
9.58%
Since Inception
18.64%
11.67%
Fund Age
10 yrs 3 mo
7 yrs 11 mo
AUM
₹1,760.35 Cr
₹12.5 Cr
Alpha – 1 Year
32.37%
−3.74%
Alpha – 3 Years
6.40%
−0.61%
Information Ratio – 3 Years
0.52
-0.06
Volatility – 1 Year
25.02%
20.02%
Volatility – 3 Years
18.27%
16.21%
Beta – 1 Year
1.22
1.05
Beta – 3 Years
0.89
0.91
Sharpe Ratio – 1 Year
1.18
-0.22
Sharpe Ratio – 3 Years
0.74
0.41
Worst Rolling Year
-0.28%
8.66%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−13.15%
−24.66%
Recovery Period
44 days
Not yet recovered
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
16.20%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · S 71%
L 36% · M 30% · S 35%
Number of Stocks
13
15
Portfolio P/E
41.36
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%