Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.09%
6.91%
6 Months
11.86%
15.63%
1 Year
5.85%
20.01%
3 Years
—
17.10%
5 Years
—
15.64%
Since Inception
15.00%
13.05%
Fund Age
2 yrs 10 mo
8 yrs 11 mo
AUM
₹101.25 Cr
₹46.46 Cr
Alpha – 1 Year
1.13%
15.29%
Alpha – 3 Years
—
5.01%
Information Ratio – 3 Years
—
0.88
Volatility – 1 Year
21.08%
20.61%
Volatility – 3 Years
—
19.98%
Beta – 1 Year
1.15
0.94
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.12
0.73
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
-3.76%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−17.28%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
—
93.14%
Median Rolling Year
—
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 19% · S 43%
L 27% · M 34% · S 33%
Number of Stocks
—
25
Portfolio P/E
—
41.42
Top 5 Holdings
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
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
—
1.00% / yr
Performance Fee / Plan
—
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%