Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.27%
6.91%
6 Months
6.66%
15.63%
1 Year
7.95%
20.01%
3 Years
14.01%
17.10%
5 Years
12.40%
15.64%
Since Inception
16.07%
13.05%
Fund Age
12 yrs 5 mo
8 yrs 11 mo
AUM
₹27.98 Cr
₹46.46 Cr
Alpha – 1 Year
3.23%
15.29%
Alpha – 3 Years
1.92%
5.01%
Information Ratio – 3 Years
0.55
0.88
Volatility – 1 Year
16.42%
20.61%
Volatility – 3 Years
14.36%
19.98%
Beta – 1 Year
0.92
0.94
Beta – 3 Years
0.91
1.02
Sharpe Ratio – 1 Year
0.15
0.73
Sharpe Ratio – 3 Years
0.63
0.85
Worst Rolling Year
-4.39%
-3.76%
Value at Worst Rolling Year
₹0.96 Cr
₹0.96 Cr
Deepest Drawdown
−17.36%
−27.72%
Recovery Period
532 days
476 days
1-Year Rolling Windows Positive
97.43%
93.14%
Median Rolling Year
15.67%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 6% · S 37%
L 27% · M 34% · S 33%
Number of Stocks
30
25
Portfolio P/E
29.90
41.42
Top 5 Holdings
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
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 · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%