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) |
|---|---|---|---|
| 2.37% | 0.96 | 16.97% | 65.55% |
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 | -12.89% | -8.91% | -8.92% | -1.42% | 5.99% | 10.56% | 9.25% | - | 14.80% |
| S&P BSE 500 TRI | -11.37% | -13.94% | -9.62% | -3.12% | 1.32% | 12.89% | 11.76% | - | 13.43% |
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 11M | 1409.91 | S&P BSE 500 TRI | 14.80% | - | 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 | 0.80% | 2.82% | 65.55% | 3.62% | 0.94 | 16.97% | -0.30 | 3.78% | 0.33 | 50.42 % |
| Nifty 500 | -0.10% | 2.47% | 2.37% | 0.96 | 2.67% | 0.27 | 52.94 % | |||
| Nifty Midcap 100 | -7.10% | 1.82% | -5.28% | 0.88 | -0.69% | -0.07 | 49.58 % | |||
| Nifty Smallcap 100 | 2.38% | 1.73% | 4.11% | 0.72 | 3.07% | 0.24 | 49.58 % | |||
| BSE 500 | 0.25% | 2.48% | 2.73% | 0.96 | 2.77% | 0.28 | 52.94 % | |||
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 March 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 Mar 26.
