The objective is to invest in compounding stories (companies with tail winds of growth that are focused on disciplined growth around a core business definition, and where success is reflected in an expanding moat and increasing market share and ROE).
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -3.67% | 0.80 | 12.16% | 66.38% |
Investment Philosophy
• We seek secular compounding at a reasonable price
• Strong process orientation that uses frameworks for company evaluation, ascertaining fair valuation, portfolio construction and risk management.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Solidarity Advisors Pvt Ltd Prudence | -1.51% | -2.94% | -3.06% | 5.36% | 10.26% | 12.75% | 12.77% | - | 15.99% |
| S&P BSE 500 TRI | -3.34% | -2.64% | 0.98% | 7.74% | 8.72% | 16.40% | 16.44% | 15.04% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Solidarity Advisors Pvt Ltd Prudence | Multi Cap & Flexi Cap | Mr Manish Gupta | 11 May 2016 | 9Y 9M | 1583.95 | S&P BSE 500 TRI | 15.99% | - | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -10.88% | 3.39% | 66.38% | -7.49% | 0.84 | 12.16% | -0.05 | 3.17% | 0.28 | 50.00 % |
| Nifty 500 | -7.24% | 3.57% | -3.67% | 0.80 | 2.09% | 0.22 | 52.59 % | |||
| Nifty Midcap 100 | -6.45% | 3.73% | -2.72% | 0.62 | -1.04% | -0.10 | 49.14 % | |||
| Nifty Smallcap 100 | 4.66% | 3.98% | 8.64% | 0.50 | 2.48% | 0.19 | 49.14 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st Jan 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 25.
