Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
6.91%
6 Months
22.77%
15.63%
1 Year
24.21%
20.01%
3 Years
13.20%
17.10%
5 Years
12.56%
15.64%
Since Inception
18.69%
13.05%
Fund Age
7 yrs 4 mo
8 yrs 11 mo
AUM
₹114.64 Cr
₹46.46 Cr
Alpha – 1 Year
19.49%
15.29%
Alpha – 3 Years
1.43%
5.01%
Information Ratio – 3 Years
0.12
0.88
Volatility – 1 Year
24.82%
20.61%
Volatility – 3 Years
21.64%
19.98%
Beta – 1 Year
1.34
0.94
Beta – 3 Years
1.13
1.02
Sharpe Ratio – 1 Year
0.78
0.73
Sharpe Ratio – 3 Years
0.46
0.85
Worst Rolling Year
10.43%
-3.76%
Value at Worst Rolling Year
₹1.10 Cr
₹0.96 Cr
Deepest Drawdown
−24.42%
−27.72%
Recovery Period
92 days
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
18.16%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 27% · M 34% · S 33%
Number of Stocks
32
25
Portfolio P/E
37.13
41.42
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
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 · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%