Prudence

Solidarity Advisors Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
11 May 2016
Min. Investment
₹2,50,00,000
AUM (Cr.)
₹1604.47
SIP Available
Yes
STP Available
No

Investment Strategy

Investment Approach

We prefer 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)

Investment Objective

We prefer 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)

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.11% -0.24% 0.35%
3 MONTHS -0.01% 5.02% -5.03%
6 MONTHS -3.49% 1.63% -5.12%
1 YEAR 3.03% 7.63% -4.60%
2 YEAR 11.82% 11.64% 0.18%
3 YEAR 12.60% 16.40% -3.80%
5 YEAR 13.40% 16.82% -3.42%
SINCE INCEPTION 16.33% 15.58% 0.75%

Calendar Year Performance

Year Return
CY 2025 3.03%
CY 2024 21.37%
CY 2023 14.17%
CY 2022 -6.79%
CY 2021 43.21%
CY 2020 34.21%
CY 2019 26.14%
CY 2018 -8.53%
CY 2017 40.66%
CY 2016 5.09%

Financial Year Performance

Year Return
FY 26_YTD 8.66%
FY 25 13.94%
FY 24 20.32%
FY 23 -8.93%
FY 22 26.47%
FY 21 98.42%
FY 20 -15.58%
FY 19 6.81%
FY 18 19.20%
FY 17 16.36%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Manish Gupta

Fund Manager

Manish is an MBA from IIM Ahmedabad. He wants to build a business which delivers profits with purpose. Through Solidarity, he is attempting to turn aspirations to reality. Prior to founding Solidarity, he worked for 7 years with The Boston Consulting Group and for 8 years with Rakesh Jhunjhunwala. In his free time, he enjoys traveling, reading, meditation, and looking at the world through his daughters’ perspectives.

Portfolio Details

Portfolio Composition

Large Cap
13.44%
Mid Cap
0.00%
Small Cap
60.39%
Cash & Equivalent
1.10%

Top 5 Holdings

  • HDFC Bank Ltd. 7.34%
  • RACL Geartech Limited 7.33%
  • Indiamart Intermesh Limited 6.78%
  • Restaurant Brands Asia Limited 6.13%
  • ICICI Bank Ltd. 6.10%

Top 5 Sectors

  • Financial Services 19.15%
  • Capital Goods 14.16%
  • Consumer Services 12.91%
  • Automobile and Auto Components 11.91%
  • Chemicals 10.25%

Portfolio Characteristics

total number of stocks
15
top 5 stocks percent
33.68%
top 5 sectors percent
68.38%
average market cap
N/A
portfolio age
9 Yrs, 7 Months
sip
Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: 1%

Hurdle: 12%

Profit Sharing: 20%

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)