Portfolio Management Services (PMS)Compare Schemes
Silver Arch - India Equity Portfolio vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Silver Arch - India Equity Portfolio
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.91%
3.29%
6 Months
15.63%
14.68%
1 Year
20.01%
11.65%
3 Years
17.10%
7.09%
5 Years
15.64%
8.41%
Since Inception
13.05%
10.45%
Fund Age
8 yrs 11 mo
10 yrs 5 mo
AUM
₹46.46 Cr
₹24.48 Cr
Alpha – 1 Year
15.29%
12.00%
Alpha – 3 Years
5.01%
−1.90%
Information Ratio – 3 Years
0.88
-0.12
Volatility – 1 Year
20.61%
20.48%
Volatility – 3 Years
19.98%
16.32%
Beta – 1 Year
0.94
1.11
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
0.73
0.36
Sharpe Ratio – 3 Years
0.85
0.15
Worst Rolling Year
-3.76%
-5.06%
Value at Worst Rolling Year
₹0.96 Cr
₹0.95 Cr
Deepest Drawdown
−27.72%
−24.00%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
93.14%
92.00%
Median Rolling Year
19.74%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 34% · S 33%
L 41% · M 5% · S 35%
Number of Stocks
25
31
Portfolio P/E
41.42
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
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% / – / –