Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
6.91%
6 Months
15.19%
15.63%
1 Year
3.21%
20.01%
3 Years
19.65%
17.10%
5 Years
—
15.64%
Since Inception
25.09%
13.05%
Fund Age
3 yrs 5 mo
8 yrs 11 mo
AUM
₹4,148.34 Cr
₹46.46 Cr
Alpha – 1 Year
0.23%
15.29%
Alpha – 3 Years
7.77%
5.01%
Information Ratio – 3 Years
0.62
0.88
Volatility – 1 Year
21.54%
20.61%
Volatility – 3 Years
22.15%
19.98%
Beta – 1 Year
1.06
0.94
Beta – 3 Years
1.15
1.02
Sharpe Ratio – 1 Year
-0.01
0.73
Sharpe Ratio – 3 Years
0.68
0.85
Worst Rolling Year
19.49%
-3.76%
Value at Worst Rolling Year
₹1.19 Cr
₹0.96 Cr
Deepest Drawdown
−27.91%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
21.76%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 27% · M 34% · S 33%
Number of Stocks
26
25
Portfolio P/E
55.82
41.42
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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 · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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% / 0% / 0%
0% / 0% / 0%