Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
8.45%
0.30%
6 Months
29.49%
26.99%
1 Year
37.09%
26.29%
3 Years
18.49%
27.01%
5 Years
12.39%
—
Since Inception
18.64%
35.84%
Fund Age
10 yrs 3 mo
4 yrs 3 mo
AUM
₹1,760.35 Cr
₹521.91 Cr
Alpha – 1 Year
32.37%
28.33%
Alpha – 3 Years
6.40%
20.36%
Information Ratio – 3 Years
0.52
—
Volatility – 1 Year
25.02%
31.27%
Volatility – 3 Years
18.27%
25.96%
Beta – 1 Year
1.22
—
Beta – 3 Years
0.89
—
Sharpe Ratio – 1 Year
1.18
0.72
Sharpe Ratio – 3 Years
0.74
0.85
Worst Rolling Year
-0.28%
27.02%
Value at Worst Rolling Year
₹1.00 Cr
₹1.27 Cr
Deepest Drawdown
−13.15%
−26.38%
Recovery Period
44 days
93 days
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
16.20%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · S 71%
—
Number of Stocks
13
49
Portfolio P/E
41.36
21.17
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%
—
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—