Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
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
5.18%
6.91%
6 Months
19.69%
15.63%
1 Year
25.97%
20.01%
3 Years
17.02%
17.10%
5 Years
—
15.64%
Since Inception
24.02%
13.05%
Fund Age
4 yrs 2 mo
8 yrs 11 mo
AUM
₹101.01 Cr
₹46.46 Cr
Alpha – 1 Year
21.25%
15.29%
Alpha – 3 Years
4.93%
5.01%
Information Ratio – 3 Years
0.46
0.88
Volatility – 1 Year
21.63%
20.61%
Volatility – 3 Years
19.42%
19.98%
Beta – 1 Year
1.10
0.94
Beta – 3 Years
1.04
1.02
Sharpe Ratio – 1 Year
0.93
0.73
Sharpe Ratio – 3 Years
0.65
0.85
Worst Rolling Year
16.82%
-3.76%
Value at Worst Rolling Year
₹1.17 Cr
₹0.96 Cr
Deepest Drawdown
−20.44%
−27.72%
Recovery Period
365 days
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
19.58%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 14% · S 51%
L 27% · M 34% · S 33%
Number of Stocks
—
25
Portfolio P/E
—
41.42
Top 5 Holdings
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
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 · 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)
—
0% / 0% / 0%