Solidarity PMS Logo

Solidarity Prudence PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Solidarity Prudence PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 9.31%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Solidarity Prudence PMS Strategy or Investment Approach - PMS Details

Strategy Name

Prudence

Start Date

11 May 2016

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.1512 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Manish Gupta

1 Yr. Return

9.31%

3 Yr. Return

9.09%

5 Yr. Return

22.26%

Solidarity Prudence Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

15

Top 5 Stocks%

40.50%

Top 5 Sectors%

80.91%

Portfolio Age

8 Yrs, 11 Months

SIP

Available

STP

NA

Average Market Cap

Not Disclosed

Solidarity Prudence PMS Strategy - Cost or Charges

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

1% of fund value

Variable Profit Sharing

20% (if above 12% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Solidarity Prudence PMS Investment Approach - Portfolio Composition

Large Cap

25.02%

Mid Cap

0.00%

Small Cap

60.27%

Cash & Equivalent

2.63%

Check out Business Opportunities with Similar Brands

Solidarity Prudence Portfolio Strategy - Top 5 Sectors

Financial Services

30.62%

Consumer Services

15.48%

Automobile and Auto Components

8.77%

Capital Goods

14.72%

Chemicals

11.32%

Customer ratings and reviews of Solidarity Prudence PMS Strategy

Double your Investment in 3 YearsInvest in PMS