Portfolio Management Services (PMS)Compare Schemes
Silver Arch - India Equity Portfolio vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Silver Arch - India Equity Portfolio
SRE - Shield
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%
−0.37%
6 Months
15.63%
3.64%
1 Year
20.01%
6.24%
3 Years
17.10%
9.36%
5 Years
15.64%
8.05%
Since Inception
13.05%
9.66%
Fund Age
8 yrs 11 mo
8 yrs 3 mo
AUM
₹46.46 Cr
₹32.8 Cr
Alpha – 1 Year
15.29%
6.59%
Alpha – 3 Years
5.01%
0.36%
Information Ratio – 3 Years
0.88
0.14
Volatility – 1 Year
20.61%
18.27%
Volatility – 3 Years
19.98%
15.46%
Beta – 1 Year
0.94
1.08
Beta – 3 Years
1.02
1.07
Sharpe Ratio – 1 Year
0.73
0.15
Sharpe Ratio – 3 Years
0.85
0.34
Worst Rolling Year
-3.76%
6.25%
Value at Worst Rolling Year
₹0.96 Cr
₹1.06 Cr
Deepest Drawdown
−27.72%
−22.11%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
93.14%
100.00%
Median Rolling Year
19.74%
12.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 34% · S 33%
L 58% · M 28% · S 8%
Number of Stocks
25
33
Portfolio P/E
41.42
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%