Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
6.91%
6 Months
1.74%
15.63%
1 Year
10.49%
20.01%
3 Years
12.80%
17.10%
5 Years
12.91%
15.64%
Since Inception
15.37%
13.05%
Fund Age
7 yrs 7 mo
8 yrs 11 mo
AUM
₹15.96 Cr
₹46.46 Cr
Alpha – 1 Year
10.84%
15.29%
Alpha – 3 Years
3.80%
5.01%
Information Ratio – 3 Years
0.47
0.88
Volatility – 1 Year
19.22%
20.61%
Volatility – 3 Years
17.53%
19.98%
Beta – 1 Year
1.18
0.94
Beta – 3 Years
1.15
1.02
Sharpe Ratio – 1 Year
0.34
0.73
Sharpe Ratio – 3 Years
0.48
0.85
Worst Rolling Year
12.46%
-3.76%
Value at Worst Rolling Year
₹1.12 Cr
₹0.96 Cr
Deepest Drawdown
−19.38%
−27.72%
Recovery Period
275 days
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
18.63%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 27% · M 34% · S 33%
Number of Stocks
38
25
Portfolio P/E
24.65
41.42
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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)
3% / 2% / 1%
0% / 0% / 0%