PMS · Equity · Small Cap
Solidarity-Emerging Leaders
Fund size₹11 Cr
IRRSince inception2.44%
Minimum investment₹2.5 Crore
Fund age1 mo
Fund Manager
Growth of₹Cr
Solidarity Emerging Leaders
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Solidarity Emerging Leaders | — | — | — | — | — | 2.44% |
| Nifty 500 | −8.38% | — | — | — | — | 5.64% |
| Excess over benchmark | — | — | — | — | — | −3.20% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 May 2023.
Risk : What you take on to earn the return
Portfolio Details : Where the money actually sits
Stocks
7
P/E ratio
41.55
P/B ratio
4.94
Dividend yield
0.19%
Avg market cap
₹8,232 Cr
Median market cap
₹5,341 Cr
Asset class
Equity
Sector allocation vs. benchmark
Asset weight by sector
Solidarity Advisors Pvt LtdNifty 500
Financial Services
18.88%
32.27%
Consumer Services
13.20%
3.27%
Others
9.26%
Capital Goods
7.22%
6.20%
Textiles
0.45%
0.23%
Healthcare
0.41%
6.47%
As on 31 May 2023
Fees
VariablePlan A · Shared upsideFixed Management Fee1.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 13%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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