Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
6.91%
6 Months
10.76%
15.63%
1 Year
8.14%
20.01%
3 Years
7.76%
17.10%
5 Years
10.03%
15.64%
Since Inception
11.69%
13.05%
Fund Age
6 yrs 8 mo
8 yrs 11 mo
AUM
₹87.23 Cr
₹46.46 Cr
Alpha – 1 Year
8.57%
15.29%
Alpha – 3 Years
−0.81%
5.01%
Information Ratio – 3 Years
0.02
0.88
Volatility – 1 Year
23.09%
20.61%
Volatility – 3 Years
18.26%
19.98%
Beta – 1 Year
1.29
0.94
Beta – 3 Years
1.11
1.02
Sharpe Ratio – 1 Year
0.21
0.73
Sharpe Ratio – 3 Years
0.22
0.85
Worst Rolling Year
6.59%
-3.76%
Value at Worst Rolling Year
₹1.07 Cr
₹0.96 Cr
Deepest Drawdown
−25.42%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
13.94%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 27% · M 34% · S 33%
Number of Stocks
41
25
Portfolio P/E
25.23
41.42
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%