Affluense AI AFFLUENSE

Prudence

Solidarity Advisors Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
11 May 2016
Min. Investment
₹2,50,00,000
AUM (Cr.)
₹1604.47
SIP Available
Yes
STP Available
No

Investment Strategy

Investment Approach

Our investment strategy prioritizes businesses exhibiting strong compounding potential. These are typically enterprises characterized by favorable secular growth trends, a steadfast focus on disciplined expansion within their defined core competencies, and demonstrable success evidenced by widening competitive advantages, increasing market penetration, and a rising return on equity.

Investment Objective

We favor investments in businesses exhibiting sustained, compounding growth. These entities are characterized by favorable industry tailwinds, a strategic focus on disciplined expansion around their core operational competencies, and a demonstrable track record of enhancing their competitive moats, market share, and return on equity.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.11% -0.24% 0.35%
3 MONTHS -0.01% 5.02% -5.03%
6 MONTHS -3.49% 1.63% -5.12%
1 YEAR 3.03% 7.63% -4.60%
2 YEAR 11.82% 11.64% 0.18%
3 YEAR 12.60% 16.40% -3.80%
5 YEAR 13.40% 16.82% -3.42%
SINCE INCEPTION 16.33% 15.58% 0.75%

Calendar Year Performance

Year Return
CY 2025 3.03%
CY 2024 21.37%
CY 2023 14.17%
CY 2022 -6.79%
CY 2021 43.21%
CY 2020 34.21%
CY 2019 26.14%
CY 2018 -8.53%
CY 2017 40.66%
CY 2016 5.09%

Financial Year Performance

Year Return
FY 26_YTD 8.66%
FY 25 13.94%
FY 24 20.32%
FY 23 -8.93%
FY 22 26.47%
FY 21 98.42%
FY 20 -15.58%
FY 19 6.81%
FY 18 19.20%
FY 17 16.36%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Manish Gupta

Fund Manager

The founder, an alumnus of IIM Ahmedabad with an MBA, is committed to establishing an enterprise that balances profitability with social impact. Solidarity serves as the vehicle to translate these ambitions into tangible outcomes. His professional background includes a seven-year tenure at The Boston Consulting Group and an eight-year association with Rakesh Jhunjhunwala. His personal interests encompass travel, reading, meditation, and observing the world through the lens of his daughters' experiences.

Portfolio Details

Portfolio Composition

Large Cap
13.44%
Mid Cap
0.00%
Small Cap
60.39%
Cash & Equivalent
1.10%

Top 5 Holdings

  • HDFC Bank Ltd. 7.34%
  • RACL Geartech Limited 7.33%
  • Indiamart Intermesh Limited 6.78%
  • Restaurant Brands Asia Limited 6.13%
  • ICICI Bank Ltd. 6.10%

Top 5 Sectors

  • Financial Services 19.15%
  • Capital Goods 14.16%
  • Consumer Services 12.91%
  • Automobile and Auto Components 11.91%
  • Chemicals 10.25%

Portfolio Characteristics

total number of stocks
15
top 5 stocks percent
33.68%
top 5 sectors percent
68.38%
average market cap
N/A
portfolio age
9 Yrs, 7 Months
sip
Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: 1%

Hurdle: 12%

Profit Sharing: 20%

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)