Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.88%
6.91%
6 Months
18.21%
15.63%
1 Year
11.44%
20.01%
3 Years
9.27%
17.10%
5 Years
10.90%
15.64%
Since Inception
13.08%
13.05%
Fund Age
9 yrs
8 yrs 11 mo
AUM
₹29.3 Cr
₹46.46 Cr
Alpha – 1 Year
6.74%
15.29%
Alpha – 3 Years
−1.95%
5.01%
Information Ratio – 3 Years
-0.21
0.88
Volatility – 1 Year
23.26%
20.61%
Volatility – 3 Years
18.09%
19.98%
Beta – 1 Year
1.21
0.94
Beta – 3 Years
0.98
1.02
Sharpe Ratio – 1 Year
0.35
0.73
Sharpe Ratio – 3 Years
0.32
0.85
Worst Rolling Year
0.11%
-3.76%
Value at Worst Rolling Year
₹1.00 Cr
₹0.96 Cr
Deepest Drawdown
−21.53%
−27.72%
Recovery Period
436 days
476 days
1-Year Rolling Windows Positive
99.73%
93.14%
Median Rolling Year
15.41%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 6% · M 32% · S 55%
L 27% · M 34% · S 33%
Number of Stocks
23
25
Portfolio P/E
49.89
41.42
Top 5 Holdings
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
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
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
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)
0% / 0% / 0%
0% / 0% / 0%