Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
29.49%
6.39%
1 Year
37.09%
0.37%
3 Years
18.49%
11.18%
5 Years
12.39%
—
Since Inception
18.64%
4.21%
Fund Age
10 yrs 3 mo
4 yrs 6 mo
AUM
₹1,760.35 Cr
₹59.82 Cr
Alpha – 1 Year
32.37%
−2.61%
Alpha – 3 Years
6.40%
−0.71%
Information Ratio – 3 Years
0.52
0.13
Volatility – 1 Year
25.02%
22.91%
Volatility – 3 Years
18.27%
17.96%
Beta – 1 Year
1.22
1.09
Beta – 3 Years
0.89
1.01
Sharpe Ratio – 1 Year
1.18
-0.11
Sharpe Ratio – 3 Years
0.74
0.38
Worst Rolling Year
-0.28%
3.87%
Value at Worst Rolling Year
₹1.00 Cr
₹1.04 Cr
Deepest Drawdown
−13.15%
−25.26%
Recovery Period
44 days
Not yet recovered
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
16.20%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · S 71%
L 40% · M 26% · S 33%
Number of Stocks
13
35
Portfolio P/E
41.36
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%