Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
6.91%
6 Months
19.62%
15.63%
1 Year
12.19%
20.01%
3 Years
23.51%
17.10%
5 Years
13.96%
15.64%
Since Inception
23.13%
13.05%
Fund Age
6 yrs 7 mo
8 yrs 11 mo
AUM
₹2,332.81 Cr
₹46.46 Cr
Alpha – 1 Year
9.21%
15.29%
Alpha – 3 Years
11.63%
5.01%
Information Ratio – 3 Years
0.83
0.88
Volatility – 1 Year
26.11%
20.61%
Volatility – 3 Years
21.82%
19.98%
Beta – 1 Year
1.32
0.94
Beta – 3 Years
1.14
1.02
Sharpe Ratio – 1 Year
0.33
0.73
Sharpe Ratio – 3 Years
0.83
0.85
Worst Rolling Year
12.50%
-3.76%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−24.27%
−27.72%
Recovery Period
461 days
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
23.13%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 27% · M 34% · S 33%
Number of Stocks
33
25
Portfolio P/E
52.72
41.42
Top 5 Holdings
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
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 · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%