Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
6.91%
6 Months
−8.15%
15.63%
1 Year
−5.39%
20.01%
3 Years
10.81%
17.10%
5 Years
—
15.64%
Since Inception
11.07%
13.05%
Fund Age
5 yrs
8 yrs 11 mo
AUM
₹121.08 Cr
₹46.46 Cr
Alpha – 1 Year
−5.32%
15.29%
Alpha – 3 Years
−2.65%
5.01%
Information Ratio – 3 Years
-0.15
0.88
Volatility – 1 Year
24.51%
20.61%
Volatility – 3 Years
24.85%
19.98%
Beta – 1 Year
1.17
0.94
Beta – 3 Years
1.18
1.02
Sharpe Ratio – 1 Year
-0.34
0.73
Sharpe Ratio – 3 Years
0.32
0.85
Worst Rolling Year
9.88%
-3.76%
Value at Worst Rolling Year
₹1.10 Cr
₹0.96 Cr
Deepest Drawdown
−34.50%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
21.70%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 27% · M 34% · S 33%
Number of Stocks
—
25
Portfolio P/E
—
41.42
Top 5 Holdings
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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)
2% / 1% / 0%
0% / 0% / 0%