Portfolio Management Services (PMS)Compare Schemes
Silver Arch - India Equity Portfolio vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Silver Arch - India Equity Portfolio
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.91%
3.93%
6 Months
15.63%
25.32%
1 Year
20.01%
18.21%
3 Years
17.10%
32.70%
5 Years
15.64%
23.63%
Since Inception
13.05%
28.38%
Fund Age
8 yrs 11 mo
7 yrs 10 mo
AUM
₹46.46 Cr
₹8,686.39 Cr
Alpha – 1 Year
15.29%
13.49%
Alpha – 3 Years
5.01%
20.61%
Information Ratio – 3 Years
0.88
1.92
Volatility – 1 Year
20.61%
22.97%
Volatility – 3 Years
19.98%
19.40%
Beta – 1 Year
0.94
1.12
Beta – 3 Years
1.02
0.98
Sharpe Ratio – 1 Year
0.73
0.61
Sharpe Ratio – 3 Years
0.85
1.30
Worst Rolling Year
-3.76%
17.00%
Value at Worst Rolling Year
₹0.96 Cr
₹1.17 Cr
Deepest Drawdown
−27.72%
−22.23%
Recovery Period
476 days
227 days
1-Year Rolling Windows Positive
93.14%
100.00%
Median Rolling Year
19.74%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 34% · S 33%
L 37% · M 30% · S 25%
Number of Stocks
25
43
Portfolio P/E
41.42
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%