← Solidarity Advisors Private LimitedInvestment Approach

PRUDENCE

Managed by MANISH GUPTA at Solidarity Advisors Private Limited — To invest in companies that have strong tailwinds for growth, are a quality franchise and are available at a reasonable valuation

EquityDiscretionary₹1,905 Cr AUMSEBI · INP000004961

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Performance · vs Benchmark

Trailing returns

Investment approach vs BSE 500 TRI. Figures >1 year are annualised. Official figures, updated monthly.

PRUDENCEBSE 500 TRI₹1 Cr → ₹5.52 Cr

6M+29.5%

1Y+37.1%

2Y+19.0%

3Y+18.5%

4Y+16.1%

5Y+12.4%

7Y+20.9%

10Y+18.1%

1M+8.4%BM -0.1%α +8.5

3M+18.6%BM +3.9%α +14.7

6M

Approach

The objective

To invest in companies that have strong tailwinds for growth, are a quality franchise and are available at a reasonable valuation

Fund manager

MG

MANISH GUPTA

EmailMG@SOLIDARITY.IN

Terms & Turnover

The fine print

BenchmarkBSE 500 TRI

Service typeDiscretionary

Min investment₹50,00,000

Inception2016 · 10 yrs

IA registered11-05-2016

AUM as of31-08-2026

APMI IA ID43

Fixed feeAMC CHARGE-1.25%, 1.5%, 1.75%, 2% P.A- SUBJECT TO FUNDS INFUSED

Variable feeAMC CHARGE- 1% FIXED FEE P.A- 12% HURDLE-20% PROFIT AT END OF 36 MONTHS 1% FIXED FEE P.A- 12% HURLDE DATE- 20% PROFIT SHARE AT END OF 36 MONTHS

Exit load—

Portfolio turnover44% (1Y) · 4% (1M)

Every figure above is official, updated monthly.

Disclaimer: Some data fields may appear blank because the respective Portfolio Manager has not updated or submitted the information to the APMI database. The information presented is based on the latest data available through the APMI API and is subject to updates by the respective Portfolio Managers.

+29.5%

BM +1.4%

α +28.1

1Y+37.1%BM +4.7%α +32.4

3Y · CAGR+18.5%BM +12.1%α +6.4

5Y · CAGR+12.4%BM +10.9%α +1.5