Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
6.91%
6 Months
5.22%
15.63%
1 Year
8.94%
20.01%
3 Years
10.33%
17.10%
5 Years
10.77%
15.64%
Since Inception
10.49%
13.05%
Fund Age
9 yrs 9 mo
8 yrs 11 mo
AUM
₹67.62 Cr
₹46.46 Cr
Alpha – 1 Year
−0.44%
15.29%
Alpha – 3 Years
0.76%
5.01%
Information Ratio – 3 Years
0.44
0.88
Volatility – 1 Year
2.31%
20.61%
Volatility – 3 Years
1.38%
19.98%
Beta – 1 Year
0.41
0.94
Beta – 3 Years
0.46
1.02
Sharpe Ratio – 1 Year
1.46
0.73
Sharpe Ratio – 3 Years
3.36
0.85
Worst Rolling Year
9.87%
-3.76%
Value at Worst Rolling Year
₹1.10 Cr
₹0.96 Cr
Deepest Drawdown
—
−27.72%
Recovery Period
—
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
10.78%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 27% · M 34% · S 33%
Number of Stocks
17
25
Portfolio P/E
—
41.42
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
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
Others · 99.75%
Government · 0.23%
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)
3% / 2% / 1%
0% / 0% / 0%