Portfolio Management Services (PMS)Compare Schemes
Nippon - Emerging India - EIP vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Nippon - Emerging India - EIP
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.63%
6.91%
6 Months
13.11%
15.63%
1 Year
15.44%
20.01%
3 Years
15.82%
17.10%
5 Years
15.29%
15.64%
Since Inception
15.37%
13.05%
Fund Age
9 yrs 4 mo
8 yrs 11 mo
AUM
₹32.48 Cr
₹46.46 Cr
Alpha – 1 Year
10.72%
15.29%
Alpha – 3 Years
3.73%
5.01%
Information Ratio – 3 Years
0.69
0.88
Volatility – 1 Year
17.99%
20.61%
Volatility – 3 Years
17.45%
19.98%
Beta – 1 Year
0.99
0.94
Beta – 3 Years
1.02
1.02
Sharpe Ratio – 1 Year
0.59
0.73
Sharpe Ratio – 3 Years
0.71
0.85
Worst Rolling Year
-6.27%
-3.76%
Value at Worst Rolling Year
₹0.94 Cr
₹0.96 Cr
Deepest Drawdown
−21.15%
−27.72%
Recovery Period
474 days
476 days
1-Year Rolling Windows Positive
92.43%
93.14%
Median Rolling Year
21.04%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 22% · S 44%
L 27% · M 34% · S 33%
Number of Stocks
30
25
Portfolio P/E
30.67
41.42
Top 5 Holdings
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
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 · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%