Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
6.91%
6 Months
12.65%
15.63%
1 Year
22.80%
20.01%
3 Years
18.05%
17.10%
5 Years
41.98%
15.64%
Since Inception
7.54%
13.05%
Fund Age
9 yrs 2 mo
8 yrs 11 mo
AUM
₹9.17 Cr
₹46.46 Cr
Alpha – 1 Year
24.84%
15.29%
Alpha – 3 Years
11.40%
5.01%
Information Ratio – 3 Years
—
0.88
Volatility – 1 Year
21.50%
20.61%
Volatility – 3 Years
17.94%
19.98%
Beta – 1 Year
—
0.94
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.82
0.73
Sharpe Ratio – 3 Years
0.76
0.85
Worst Rolling Year
-34.33%
-3.76%
Value at Worst Rolling Year
₹0.66 Cr
₹0.96 Cr
Deepest Drawdown
−18.33%
−27.72%
Recovery Period
81 days
476 days
1-Year Rolling Windows Positive
68.37%
93.14%
Median Rolling Year
26.92%
19.74%
5-Year Rolling Windows Positive
74.51%
100.00%
Market-Cap Mix
L 13% · M 14% · S 73%
L 27% · M 34% · S 33%
Number of Stocks
18
25
Portfolio P/E
18.68
41.42
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
15% of profit
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%