Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
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
2.98%
6.91%
6 Months
−0.13%
15.63%
1 Year
−2.80%
20.01%
3 Years
13.20%
17.10%
5 Years
—
15.64%
Since Inception
13.51%
13.05%
Fund Age
3 yrs 8 mo
8 yrs 11 mo
AUM
₹30.6 Cr
₹46.46 Cr
Alpha – 1 Year
−5.78%
15.29%
Alpha – 3 Years
1.30%
5.01%
Information Ratio – 3 Years
0.16
0.88
Volatility – 1 Year
16.62%
20.61%
Volatility – 3 Years
16.99%
19.98%
Beta – 1 Year
0.93
0.94
Beta – 3 Years
1.05
1.02
Sharpe Ratio – 1 Year
-0.42
0.73
Sharpe Ratio – 3 Years
0.50
0.85
Worst Rolling Year
13.00%
-3.76%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−20.23%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
17.04%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 44% · M 26% · S 17%
L 27% · M 34% · S 33%
Number of Stocks
24
25
Portfolio P/E
32.10
41.42
Top 5 Holdings
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
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 · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%