Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
6.91%
6 Months
4.12%
15.63%
1 Year
−0.25%
20.01%
3 Years
10.95%
17.10%
5 Years
10.56%
15.64%
Since Inception
10.62%
13.05%
Fund Age
13 yrs 8 mo
8 yrs 11 mo
AUM
₹41.22 Cr
₹46.46 Cr
Alpha – 1 Year
0.18%
15.29%
Alpha – 3 Years
2.39%
5.01%
Information Ratio – 3 Years
0.52
0.88
Volatility – 1 Year
20.61%
20.61%
Volatility – 3 Years
17.57%
19.98%
Beta – 1 Year
1.24
0.94
Beta – 3 Years
1.19
1.02
Sharpe Ratio – 1 Year
-0.18
0.73
Sharpe Ratio – 3 Years
0.46
0.85
Worst Rolling Year
-10.52%
-3.76%
Value at Worst Rolling Year
₹0.89 Cr
₹0.96 Cr
Deepest Drawdown
−22.41%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
93.48%
93.14%
Median Rolling Year
12.26%
19.74%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 70% · M 29%
L 27% · M 34% · S 33%
Number of Stocks
25
25
Portfolio P/E
36.71
41.42
Top 5 Holdings
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
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 · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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% / 1% / 0%
0% / 0% / 0%