Solidarity Advisors - Prudence

EQUITY MULTI CAP

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)

+15.47%

3Y annualised returns

+13.46%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

11 May '16

Total AUM

₹1,612.69Cr

Min. investment

₹2,50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity84.3%

Cash1.1%

Equity market cap split

Small Cap61.3%

Large Cap22.5%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹2,50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

MG
Manish Gupta
Founder, Solidarity
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About

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.

Experience

15 years of combined experience with The Boston Consulting Group and Rakesh Jhunjhunwala.

Previously worked at