Portfolio Management Services (PMS)Compare Schemes
Silver Arch - India Equity Portfolio vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Silver Arch - India Equity Portfolio
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Silver Arch - India Equity Portfolio
Tenet Portfolio (previously known as ABC Equity Portfolio)
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%
−0.27%
6 Months
15.63%
−1.47%
1 Year
20.01%
6.66%
3 Years
17.10%
11.29%
5 Years
15.64%
13.68%
Since Inception
13.05%
15.03%
Fund Age
8 yrs 11 mo
5 yrs 7 mo
AUM
₹46.46 Cr
₹138.83 Cr
Alpha – 1 Year
15.29%
7.01%
Alpha – 3 Years
5.01%
2.30%
Information Ratio – 3 Years
0.88
0.23
Volatility – 1 Year
20.61%
16.50%
Volatility – 3 Years
19.98%
16.10%
Beta – 1 Year
0.94
0.93
Beta – 3 Years
1.02
0.99
Sharpe Ratio – 1 Year
0.73
0.15
Sharpe Ratio – 3 Years
0.85
0.41
Worst Rolling Year
-3.76%
11.25%
Value at Worst Rolling Year
₹0.96 Cr
₹1.11 Cr
Deepest Drawdown
−27.72%
−21.42%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
93.14%
100.00%
Median Rolling Year
19.74%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 34% · S 33%
—
Number of Stocks
25
18
Portfolio P/E
41.42
32.00
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 Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%