Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
6.91%
6 Months
10.86%
15.63%
1 Year
−4.49%
20.01%
3 Years
22.00%
17.10%
5 Years
21.09%
15.64%
Since Inception
7.35%
13.05%
Fund Age
8 yrs 9 mo
8 yrs 11 mo
AUM
₹1,454.75 Cr
₹46.46 Cr
Alpha – 1 Year
−7.47%
15.29%
Alpha – 3 Years
10.11%
5.01%
Information Ratio – 3 Years
0.32
0.88
Volatility – 1 Year
31.30%
20.61%
Volatility – 3 Years
27.30%
19.98%
Beta – 1 Year
1.42
0.94
Beta – 3 Years
1.22
1.02
Sharpe Ratio – 1 Year
-0.18
0.73
Sharpe Ratio – 3 Years
0.66
0.85
Worst Rolling Year
-30.88%
-3.76%
Value at Worst Rolling Year
₹0.69 Cr
₹0.96 Cr
Deepest Drawdown
−34.06%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
83.55%
93.14%
Median Rolling Year
31.74%
19.74%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 27% · M 34% · S 33%
Number of Stocks
—
25
Portfolio P/E
—
41.42
Top 5 Holdings
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
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
2.00% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 0%
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%