Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
6.91%
6 Months
21.51%
15.63%
1 Year
15.87%
20.01%
3 Years
14.38%
17.10%
5 Years
17.96%
15.64%
Since Inception
16.82%
13.05%
Fund Age
8 yrs 9 mo
8 yrs 11 mo
AUM
₹1,503.25 Cr
₹46.46 Cr
Alpha – 1 Year
11.15%
15.29%
Alpha – 3 Years
2.29%
5.01%
Information Ratio – 3 Years
0.39
0.88
Volatility – 1 Year
27.51%
20.61%
Volatility – 3 Years
22.70%
19.98%
Beta – 1 Year
1.48
0.94
Beta – 3 Years
1.25
1.02
Sharpe Ratio – 1 Year
0.47
0.73
Sharpe Ratio – 3 Years
0.50
0.85
Worst Rolling Year
1.64%
-3.76%
Value at Worst Rolling Year
₹1.02 Cr
₹0.96 Cr
Deepest Drawdown
−24.39%
−27.72%
Recovery Period
122 days
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
23.50%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 27% · M 34% · S 33%
Number of Stocks
17
25
Portfolio P/E
—
41.42
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%