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Solidarity - Prudence
Solidarity - Prudence

Solidarity - Prudence

  • Solidarity Advisors Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 91
    Out of 118*
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Portfolio age9 years, 7 months
1.46%
4.27%
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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.75%)
Allocation by Market Cap
Small Cap (61.26%)
Mid Cap (0%)
Large Cap (22.47%)
Sector Holdings
  • Financial Services28.56%
  • Capital Goods16.93%
  • Consumer Services13.39%
  • Automobile and Auto Components11.56%
  • Chemicals10.04%
Stock Holdings
  • ICICI Bank Ltd8.08%
  • HDFC Bank Ltd.7.91%
  • ICICI Bank Ltd.7.88%
  • RACL Geartech Limited7.56%
  • Indiamart Intermesh Limited7.5%

bt_logoPORTFOLIO MANAGERS

Manish Gupta
  • Manager Rank149 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr7.31%
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
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  • Grid
Compare
Blend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
206 Out of 251
Fixed Fee
2.00%
Scheme Return
2.13%
Benchmark Return
4.62%
Solidarity - Prudence
AUM (₹ Cr)
₹1,612.68 Cr
Hurdle Rate
12.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
232 Out of 251
Fixed Fee
2.00%
Scheme Return
1.46%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
1612.68
(As on Oct, 2025)
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

bt_logoFEE 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
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bt_logoINVESTMENT 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)

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Solidarity - Prudence
AUM (₹ Cr)
₹1,612.68 Cr
Hurdle Rate
12.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
232 Out of 251
Fixed Fee
2.00%
Scheme Return
1.46%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Solidarity Advisors Pvt Ltd
Solidarity Advisors Pvt Ltd manages assets worth Rs 1702.19 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

1,702.19 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Solidarity - Prudence
AUM (₹ Cr)
₹1,612.68 Cr
Hurdle Rate
12.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
232 Out of 251
Fixed Fee
2.00%
Scheme Return
1.46%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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%

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