- Manager
- Solidarity Advisors
- Service
- Discretionary
- Asset class
- Equity
Prudence
+37.77%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Solidarity Advisors’ Prudence returned 37.77% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹1,938 crore across its clients.
Key numbers
- AUM
- ₹1,938 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.45×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +1.74% | −5.57% | +7.31% |
| 3 months | +12.77% | −3.59% | +16.36% |
| 6 months | +51.25% | +8.07% | +43.18% |
| 1 year | +37.77% | −2.33% | +40.10% |
| 2 years | +18.08% | −3.93% | +22.01% |
| 3 years | +19.68% | +9.20% | +10.48% |
| 4 years | +17.38% | +11.22% | +6.16% |
| 5 years | +11.90% | +8.91% | +2.99% |
| Since inception | +18.68% | +13.59% | +5.09% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity95.62%₹1,853 Cr
- Mutual funds3.64%₹70.47 Cr
- Cash and other0.74%₹14.32 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹5.39 Cr
- Outflow, Sep 2026
- ₹5.75 Cr
- Net, Sep 2026
- −₹0.36 Cr
- Net, FY to date
- −₹154 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.45×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Prudence returned?
37.77% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 1.74%; 3 months: 12.77%; 6 months: 51.25%; 1 year: 37.77%; 2 years: 18.08%; 3 years: 19.68%; 4 years: 17.38%; 5 years: 11.90%; Since inception: 18.68%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 40.10 percentage points ahead.
How much does Prudence manage?
₹1,938 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Prudence?
Solidarity Advisors, a SEBI-registered portfolio manager (INP000004961), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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