Solidarity Advisors Pvt Ltd

Prudence

Solidarity Advisors Pvt Ltd · Multi Cap & Flexi Cap · Portfolio Management Services

Prudence is a PMS (Portfolio Management Services) strategy from Solidarity Advisors Pvt Ltd, in the multi cap & flexi cap category. It is managed by Mr Manish Gupta. It has returned +37.09% over 1 year, +18.49% over 3 years, +12.39% over 5 years, as reported by the fund manager. It manages about ₹1,904.87 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+8.45%Benchmark -0.09%
3 months
+18.60%Benchmark +3.86%
6 months
+29.49%Benchmark +1.43%
1 year
+37.09%Benchmark +4.72%
2 years
+19.03%Benchmark -0.11%
3 years
+18.49%Benchmark +12.09%
5 years
+12.39%Benchmark +10.91%
Since inception
+18.64%Benchmark +14.34%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Portfolio manager: Solidarity Advisors Pvt Ltd
Fund manager: Mr Manish Gupta
Category: Multi Cap & Flexi Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹1,904.87 Cr
Inception: 11 May 2016
Minimum investment: ₹50 lakh

Common questions

What are the returns of Prudence?

Prudence has returned +8.45% (1 month), +18.60% (3 months), +29.49% (6 months), +37.09% (1 year), +19.03% (2 years), +18.49% (3 years), +12.39% (5 years), +18.64% (Since inception). Periods over one year are annualised.

What is the minimum investment for Prudence?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Prudence?

Prudence is offered by Solidarity Advisors Pvt Ltd, a SEBI-registered portfolio manager. The fund manager is Mr Manish Gupta.