Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
29.49%
1.92%
1 Year
37.09%
0.43%
3 Years
18.49%
—
5 Years
12.39%
—
Since Inception
18.64%
6.17%
Fund Age
10 yrs 3 mo
2 yrs 2 mo
AUM
₹1,760.35 Cr
₹22.98 Cr
Alpha – 1 Year
32.37%
−2.55%
Alpha – 3 Years
6.40%
—
Information Ratio – 3 Years
0.52
—
Volatility – 1 Year
25.02%
16.90%
Volatility – 3 Years
18.27%
—
Beta – 1 Year
1.22
0.96
Beta – 3 Years
0.89
—
Sharpe Ratio – 1 Year
1.18
-0.22
Sharpe Ratio – 3 Years
0.74
—
Worst Rolling Year
-0.28%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−13.15%
−16.17%
Recovery Period
44 days
Not yet recovered
1-Year Rolling Windows Positive
99.89%
—
Median Rolling Year
16.20%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · S 71%
L 61% · M 14% · S 21%
Number of Stocks
13
41
Portfolio P/E
41.36
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%