Portfolio Management Services (PMS)Compare Schemes
HDFC - All Cap Portfolio - DPMS vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
HDFC - All Cap Portfolio - DPMS
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
−1.12%
6.91%
6 Months
−0.35%
15.63%
1 Year
−1.07%
20.01%
3 Years
9.62%
17.10%
5 Years
—
15.64%
Since Inception
13.16%
13.05%
Fund Age
4 yrs 2 mo
8 yrs 11 mo
AUM
₹52.82 Cr
₹46.46 Cr
Alpha – 1 Year
−5.79%
15.29%
Alpha – 3 Years
−2.47%
5.01%
Information Ratio – 3 Years
-0.56
0.88
Volatility – 1 Year
17.26%
20.61%
Volatility – 3 Years
15.97%
19.98%
Beta – 1 Year
0.98
0.94
Beta – 3 Years
0.98
1.02
Sharpe Ratio – 1 Year
-0.29
0.73
Sharpe Ratio – 3 Years
0.28
0.85
Worst Rolling Year
9.59%
-3.76%
Value at Worst Rolling Year
₹1.10 Cr
₹0.96 Cr
Deepest Drawdown
−18.05%
−27.72%
Recovery Period
131 days
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
15.96%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 27% · M 34% · S 33%
Number of Stocks
—
25
Portfolio P/E
—
41.42
Top 5 Holdings
—
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
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%