Portfolio Management Services (PMS)Compare Schemes
Silver Arch - India Equity Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Silver Arch - India Equity Portfolio
Tamohara - Q Strategy
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%
−0.46%
6 Months
15.63%
6.77%
1 Year
20.01%
7.38%
3 Years
17.10%
9.03%
5 Years
15.64%
—
Since Inception
13.05%
10.29%
Fund Age
8 yrs 11 mo
4 yrs 2 mo
AUM
₹46.46 Cr
₹9.69 Cr
Alpha – 1 Year
15.29%
7.73%
Alpha – 3 Years
5.01%
0.04%
Information Ratio – 3 Years
0.88
0.09
Volatility – 1 Year
20.61%
17.08%
Volatility – 3 Years
19.98%
16.18%
Beta – 1 Year
0.94
0.95
Beta – 3 Years
1.02
1.08
Sharpe Ratio – 1 Year
0.73
0.20
Sharpe Ratio – 3 Years
0.85
0.33
Worst Rolling Year
-3.76%
7.39%
Value at Worst Rolling Year
₹0.96 Cr
₹1.07 Cr
Deepest Drawdown
−27.72%
−24.88%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
93.14%
100.00%
Median Rolling Year
19.74%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 34% · S 33%
L 41% · M 53%
Number of Stocks
25
22
Portfolio P/E
41.42
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –