Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
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
0.78%
6.91%
6 Months
11.75%
15.63%
1 Year
−2.37%
20.01%
3 Years
17.81%
17.10%
5 Years
14.66%
15.64%
Since Inception
18.91%
13.05%
Fund Age
23 yrs 5 mo
8 yrs 11 mo
AUM
₹3,220.2 Cr
₹46.46 Cr
Alpha – 1 Year
−5.35%
15.29%
Alpha – 3 Years
5.93%
5.01%
Information Ratio – 3 Years
0.54
0.88
Volatility – 1 Year
21.49%
20.61%
Volatility – 3 Years
20.84%
19.98%
Beta – 1 Year
1.07
0.94
Beta – 3 Years
1.13
1.02
Sharpe Ratio – 1 Year
-0.27
0.73
Sharpe Ratio – 3 Years
0.64
0.85
Worst Rolling Year
-7.44%
-3.76%
Value at Worst Rolling Year
₹0.93 Cr
₹0.96 Cr
Deepest Drawdown
−27.33%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
94.32%
93.14%
Median Rolling Year
14.52%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 27% · M 34% · S 33%
Number of Stocks
27
25
Portfolio P/E
57.85
41.42
Top 5 Holdings
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
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 · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%