Portfolio Management Services (PMS)Compare Schemes
Silver Arch - India Equity Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Silver Arch - India Equity Portfolio
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.91%
5.72%
6 Months
15.63%
23.48%
1 Year
20.01%
38.68%
3 Years
17.10%
26.01%
5 Years
15.64%
16.58%
Since Inception
13.05%
18.98%
Fund Age
8 yrs 11 mo
16 yrs 6 mo
AUM
₹46.46 Cr
₹1,885.18 Cr
Alpha – 1 Year
15.29%
33.96%
Alpha – 3 Years
5.01%
13.92%
Information Ratio – 3 Years
0.88
1.27
Volatility – 1 Year
20.61%
28.06%
Volatility – 3 Years
19.98%
20.41%
Beta – 1 Year
0.94
1.39
Beta – 3 Years
1.02
1.06
Sharpe Ratio – 1 Year
0.73
1.12
Sharpe Ratio – 3 Years
0.85
1.06
Worst Rolling Year
-3.76%
-4.06%
Value at Worst Rolling Year
₹0.96 Cr
₹0.96 Cr
Deepest Drawdown
−27.72%
−18.24%
Recovery Period
476 days
60 days
1-Year Rolling Windows Positive
93.14%
98.28%
Median Rolling Year
19.74%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 27% · M 34% · S 33%
L 40% · M 32% · S 24%
Number of Stocks
25
28
Portfolio P/E
41.42
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%