Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
6.91%
6 Months
3.75%
15.63%
1 Year
−5.76%
20.01%
3 Years
3.98%
17.10%
5 Years
6.05%
15.64%
Since Inception
9.94%
13.05%
Fund Age
7 yrs 9 mo
8 yrs 11 mo
AUM
₹45.09 Cr
₹46.46 Cr
Alpha – 1 Year
−8.74%
15.29%
Alpha – 3 Years
−7.91%
5.01%
Information Ratio – 3 Years
-1.11
0.88
Volatility – 1 Year
21.69%
20.61%
Volatility – 3 Years
18.00%
19.98%
Beta – 1 Year
1.21
0.94
Beta – 3 Years
1.08
1.02
Sharpe Ratio – 1 Year
-0.42
0.73
Sharpe Ratio – 3 Years
0.01
0.85
Worst Rolling Year
3.08%
-3.76%
Value at Worst Rolling Year
₹1.03 Cr
₹0.96 Cr
Deepest Drawdown
−29.01%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
12.65%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
L 27% · M 34% · S 33%
Number of Stocks
43
25
Portfolio P/E
—
41.42
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
2% of profit
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%