Portfolio Management Services (PMS)Compare Schemes
Silver Arch - India Equity Portfolio vs Square 64 - Multicap
Add SchemeGrowth of ₹1 Crore
Silver Arch - India Equity Portfolio
Square 64 - Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.91%
5.13%
6 Months
15.63%
29.29%
1 Year
20.01%
14.37%
3 Years
17.10%
—
5 Years
15.64%
—
Since Inception
13.05%
7.27%
Fund Age
8 yrs 11 mo
1 yr 10 mo
AUM
₹46.46 Cr
₹108.4 Cr
Alpha – 1 Year
15.29%
9.65%
Alpha – 3 Years
5.01%
—
Information Ratio – 3 Years
0.88
—
Volatility – 1 Year
20.61%
30.58%
Volatility – 3 Years
19.98%
—
Beta – 1 Year
0.94
1.41
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.73
0.40
Sharpe Ratio – 3 Years
0.85
—
Worst Rolling Year
-3.76%
—
Value at Worst Rolling Year
₹0.96 Cr
—
Deepest Drawdown
−27.72%
−25.30%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
93.14%
—
Median Rolling Year
19.74%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 34% · S 33%
—
Number of Stocks
25
—
Portfolio P/E
41.42
—
Top 5 Holdings
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 · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
10% of profit
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—