Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
6.91%
6 Months
4.47%
15.63%
1 Year
−9.70%
20.01%
3 Years
—
17.10%
5 Years
—
15.64%
Since Inception
13.40%
13.05%
Fund Age
2 yrs 8 mo
8 yrs 11 mo
AUM
₹11.72 Cr
₹46.46 Cr
Alpha – 1 Year
−4.20%
15.29%
Alpha – 3 Years
—
5.01%
Information Ratio – 3 Years
—
0.88
Volatility – 1 Year
9.16%
20.61%
Volatility – 3 Years
—
19.98%
Beta – 1 Year
0.51
0.94
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
-1.67
0.73
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
-3.76%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−14.15%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
—
93.14%
Median Rolling Year
—
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 17% · M 21% · S 9%
L 27% · M 34% · S 33%
Number of Stocks
—
25
Portfolio P/E
—
41.42
Top 5 Holdings
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
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 · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
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%