Portfolio Management Services (PMS)Compare Schemes
Silver Arch - India Equity Portfolio vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Silver Arch - India Equity Portfolio
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
15.63%
24.02%
1 Year
20.01%
36.06%
3 Years
17.10%
24.43%
5 Years
15.64%
16.10%
Since Inception
13.05%
15.98%
Fund Age
8 yrs 11 mo
14 yrs 10 mo
AUM
₹46.46 Cr
₹214.08 Cr
Alpha – 1 Year
15.29%
31.34%
Alpha – 3 Years
5.01%
12.34%
Information Ratio – 3 Years
0.88
1.07
Volatility – 1 Year
20.61%
26.85%
Volatility – 3 Years
19.98%
19.70%
Beta – 1 Year
0.94
1.34
Beta – 3 Years
1.02
1.03
Sharpe Ratio – 1 Year
0.73
1.08
Sharpe Ratio – 3 Years
0.85
0.96
Worst Rolling Year
-3.76%
-9.81%
Value at Worst Rolling Year
₹0.96 Cr
₹0.90 Cr
Deepest Drawdown
−27.72%
−18.65%
Recovery Period
476 days
63 days
1-Year Rolling Windows Positive
93.14%
90.43%
Median Rolling Year
19.74%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 34% · S 33%
L 40% · M 33% · S 24%
Number of Stocks
25
31
Portfolio P/E
41.42
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%