Portfolio Management Services (PMS)Compare Schemes
Silver Arch - India Equity Portfolio vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Silver Arch - India Equity Portfolio
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
15.63%
31.10%
1 Year
20.01%
52.47%
3 Years
17.10%
17.74%
5 Years
15.64%
16.38%
Since Inception
13.05%
15.58%
Fund Age
8 yrs 11 mo
16 yrs 9 mo
AUM
₹46.46 Cr
₹132.42 Cr
Alpha – 1 Year
15.29%
47.75%
Alpha – 3 Years
5.01%
5.65%
Information Ratio – 3 Years
0.88
0.46
Volatility – 1 Year
20.61%
26.74%
Volatility – 3 Years
19.98%
21.32%
Beta – 1 Year
0.94
1.30
Beta – 3 Years
1.02
0.97
Sharpe Ratio – 1 Year
0.73
1.52
Sharpe Ratio – 3 Years
0.85
0.68
Worst Rolling Year
-3.76%
-15.93%
Value at Worst Rolling Year
₹0.96 Cr
₹0.84 Cr
Deepest Drawdown
−27.72%
−20.79%
Recovery Period
476 days
134 days
1-Year Rolling Windows Positive
93.14%
89.14%
Median Rolling Year
19.74%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 27% · M 34% · S 33%
M 9% · S 83%
Number of Stocks
25
26
Portfolio P/E
41.42
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%