Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
6.91%
6 Months
32.15%
15.63%
1 Year
16.77%
20.01%
3 Years
19.00%
17.10%
5 Years
20.10%
15.64%
Since Inception
27.01%
13.05%
Fund Age
6 yrs 10 mo
8 yrs 11 mo
AUM
₹247.64 Cr
₹46.46 Cr
Alpha – 1 Year
13.79%
15.29%
Alpha – 3 Years
7.10%
5.01%
Information Ratio – 3 Years
0.30
0.88
Volatility – 1 Year
39.13%
20.61%
Volatility – 3 Years
29.47%
19.98%
Beta – 1 Year
1.87
0.94
Beta – 3 Years
1.36
1.02
Sharpe Ratio – 1 Year
0.42
0.73
Sharpe Ratio – 3 Years
0.55
0.85
Worst Rolling Year
15.03%
-3.76%
Value at Worst Rolling Year
₹1.15 Cr
₹0.96 Cr
Deepest Drawdown
−35.86%
−27.72%
Recovery Period
94 days
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
31.90%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 27% · M 34% · S 33%
Number of Stocks
42
25
Portfolio P/E
42.30
41.42
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%