Business Today
Subscribe
NRICareer & JobsUS NewsIn PicsWeatherPetrol PricesDiesel PricesPMS TodayBT Reels
BT Infra SummitLenovo FIFA World Cup 2026EY Business Today Hidden Gems 2026
Search
Advertisement
Business News
pms
Solidarity - Prudence
Solidarity - Prudence

Solidarity - Prudence

  • Solidarity Advisors Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 90
    Out of 143*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age10 years, 3 months
2.19%
2.19%
Hurdle Rate**12.00% or 8.00%
Fixed fee2.00%
Min. Investment₹2.50 Crs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (4.24%)
Allocation by Market Cap
Small Cap (67.79%)
Mid Cap (0%)
Large Cap (12.07%)
Sector Holdings
  • Capital Goods28.17%
  • Chemicals21.36%
  • Automobile and Auto Components14.13%
  • Financial Services12.07%
  • Consumer Services4.13%
Stock Holdings
  • Yasho Industries Limited13.57%
  • HDFC Bank Ltd.8.53%
  • Neogen Chemicals Limited7.79%
  • Shivalik Bimetal Controls Ltd.7.61%
  • Sansera Engineering Limited7.53%

PORTFOLIO MANAGERS

Manish Gupta
  • Manager Rank63 Out of 198
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM1763.9399999999998
  • Highest Return In 1 Yr22.91%
Profile

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.

Other Schemes
  • table
  • Grid
Compare
Solidarity - Prudence
AUM (₹ Cr)
₹1,760.35 Cr
Hurdle Rate
12.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
91 Out of 284
Fixed Fee
2.00%
Scheme Return
2.19%
Benchmark Return
2.19%
Blend
AUM (₹ Cr)
₹3.59 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
248 Out of 284
Fixed Fee
2.00%
Scheme Return
-1.3%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
1760.35
(As on Jul, 2026)
Inception Date
May 11, 2016
Min. Investment
₹2.50 Crs
SIP Option
Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
1.00% or 0.00%
Hurdle Rate
12.00% or 8.00%
Profit Sharing
20% Profit Sharing above 12.00% Hurdle or 20% Profit Sharing above 8.00% Hurdle
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

INVESTMENT PHILOSOPHY

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)

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)

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

“Fresh Breath In Tamil Nadu Politics”: K Annamalai Assesses Vijay’s First 100 Days5:19“Fresh Breath In Tamil Nadu Politics”: K Annamalai Assesses Vijay’s First 100 Days
Mahindra Scorpio Lifestyler Walkaround | New Pickup Under ₹19.79 Lakh!2:47Mahindra Scorpio Lifestyler Walkaround | New Pickup Under ₹19.79 Lakh!
Mahindra BE 6 Sport Teq Launched At ₹11.45 Lakh With BaaS | New Tech, Gemini AI & More3:27Mahindra BE 6 Sport Teq Launched At ₹11.45 Lakh With BaaS | New Tech, Gemini AI & More
The week's Tech News By AI Sana | Tech Gear EP 142:15The week's Tech News By AI Sana | Tech Gear EP 14
Mahindra BE 6 Sport Teq Design Decoded | Pratap Bose Reveals What’s New6:44Mahindra BE 6 Sport Teq Design Decoded | Pratap Bose Reveals What’s New
Mahindra Eyes More SUV Market Share, Says India Ready For Pickup Trucks8:55Mahindra Eyes More SUV Market Share, Says India Ready For Pickup Trucks
Vande Mataram: Why BJP Is Targeting Sonia Gandhi & Rahul Gandhi Over Full National Song4:49Vande Mataram: Why BJP Is Targeting Sonia Gandhi & Rahul Gandhi Over Full National Song
Business Today Presents India@100: India’s Manufacturing Champions | Building Viksit Bharat0:51Business Today Presents India@100: India’s Manufacturing Champions | Building Viksit Bharat
“Banks Must Set The Tone”: Nirmala Sitharaman On India’s Viksit Bharat 2047 Vision3:56“Banks Must Set The Tone”: Nirmala Sitharaman On India’s Viksit Bharat 2047 Vision
India’s Private Space Revolution: How Skyroot’s Vikram-1 Rocket Is Rewriting History3:14India’s Private Space Revolution: How Skyroot’s Vikram-1 Rocket Is Rewriting History
View more

PEER ANALYSIS

  • table
  • Grid
Compare
Solidarity - Prudence
AUM (₹ Cr)
₹1,760.35 Cr
Hurdle Rate
12.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
91 Out of 284
Fixed Fee
2.00%
Scheme Return
2.19%
Benchmark Return
2.19%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 284
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
2.19%
Emkay - Capital Builder
AUM (₹ Cr)
₹575.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 284
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
2.19%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 284
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
2.19%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 284
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
2.19%
Dynamic
AUM (₹ Cr)
₹204.29 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 284
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Solidarity Advisors Pvt Ltd
Solidarity Advisors Pvt Ltd manages assets worth Rs 1858.38 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

1,858.38 (As on Jun, 2026)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Solidarity - Prudence
AUM (₹ Cr)
₹1,760.35 Cr
Hurdle Rate
12.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
91 Out of 284
Fixed Fee
2.00%
Scheme Return
2.19%
Benchmark Return
2.19%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Solidarity - Prudence?
The hurdle rate of Solidarity - Prudence is 12.00% or 8.00%.
What is the fixed fee charged in Solidarity - Prudence ?
The fixed fee charged in Solidarity - Prudence is 2.00%.
What is the variable fee charged in Solidarity - Prudence ?
The variable fee charged in Solidarity - Prudence is 1.00% or 0.00%.
What is the profit sharing in Solidarity - Prudence ?
The profit sharing in Solidarity - Prudence is 20% Profit Sharing above 12.00% Hurdle or 20% Profit Sharing above 8.00% Hurdle.
What is the minimum investment in Solidarity - Prudence ?
The minimum investment in Solidarity - Prudence is ₹2.50 Crs
What type of scheme is Solidarity - Prudence?
Solidarity - Prudence is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Solidarity - Prudence?
The inception date of Solidarity - Prudence is May 11, 2016.
What is the exit load of Solidarity - Prudence?
Exit load is 0%

Top Stories