Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
8.45%
3.42%
6 Months
29.49%
2.89%
1 Year
37.09%
2.59%
3 Years
18.49%
10.39%
5 Years
12.39%
8.86%
Since Inception
18.64%
11.13%
Fund Age
10 yrs 3 mo
5 yrs 6 mo
AUM
₹1,760.35 Cr
₹63.54 Cr
Alpha – 1 Year
32.37%
−0.39%
Alpha – 3 Years
6.40%
−1.50%
Information Ratio – 3 Years
0.52
-0.34
Volatility – 1 Year
25.02%
16.68%
Volatility – 3 Years
18.27%
13.79%
Beta – 1 Year
1.22
0.95
Beta – 3 Years
0.89
0.88
Sharpe Ratio – 1 Year
1.18
-0.09
Sharpe Ratio – 3 Years
0.74
0.40
Worst Rolling Year
-0.28%
6.98%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−13.15%
−15.31%
Recovery Period
44 days
227 days
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
16.20%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · S 71%
L 69% · M 25% · S 5%
Number of Stocks
13
40
Portfolio P/E
41.36
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%