Portfolio Management Services (PMS)Compare Schemes
Silver Arch - India Equity Portfolio vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Silver Arch - India Equity Portfolio
Tamohara - TRUFFLE
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%
8.72%
6 Months
15.63%
28.59%
1 Year
20.01%
28.02%
3 Years
17.10%
18.67%
5 Years
15.64%
17.18%
Since Inception
13.05%
20.03%
Fund Age
8 yrs 11 mo
5 yrs 4 mo
AUM
₹46.46 Cr
₹221.27 Cr
Alpha – 1 Year
15.29%
28.37%
Alpha – 3 Years
5.01%
9.68%
Information Ratio – 3 Years
0.88
0.87
Volatility – 1 Year
20.61%
22.32%
Volatility – 3 Years
19.98%
17.88%
Beta – 1 Year
0.94
1.03
Beta – 3 Years
1.02
0.95
Sharpe Ratio – 1 Year
0.73
0.99
Sharpe Ratio – 3 Years
0.85
0.81
Worst Rolling Year
-3.76%
13.69%
Value at Worst Rolling Year
₹0.96 Cr
₹1.14 Cr
Deepest Drawdown
−27.72%
−20.50%
Recovery Period
476 days
429 days
1-Year Rolling Windows Positive
93.14%
100.00%
Median Rolling Year
19.74%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 34% · S 33%
L 19% · M 4% · S 74%
Number of Stocks
25
29
Portfolio P/E
41.42
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
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% / – / –