Portfolio Management Services (PMS)Compare Schemes
Silver Arch - India Equity Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Silver Arch - India Equity Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.91%
2.21%
6 Months
15.63%
21.04%
1 Year
20.01%
21.34%
3 Years
17.10%
19.08%
5 Years
15.64%
23.67%
Since Inception
13.05%
—
Fund Age
8 yrs 11 mo
6 yrs 4 mo
AUM
₹46.46 Cr
₹364.08 Cr
Alpha – 1 Year
15.29%
21.69%
Alpha – 3 Years
5.01%
10.08%
Information Ratio – 3 Years
0.88
0.52
Volatility – 1 Year
20.61%
32.28%
Volatility – 3 Years
19.98%
28.08%
Beta – 1 Year
0.94
1.47
Beta – 3 Years
1.02
1.60
Sharpe Ratio – 1 Year
0.73
0.58
Sharpe Ratio – 3 Years
0.85
0.57
Worst Rolling Year
-3.76%
15.61%
Value at Worst Rolling Year
₹0.96 Cr
₹1.16 Cr
Deepest Drawdown
−27.72%
−31.98%
Recovery Period
476 days
457 days
1-Year Rolling Windows Positive
93.14%
100.00%
Median Rolling Year
19.74%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 34% · S 33%
L 90% · M 10%
Number of Stocks
25
—
Portfolio P/E
41.42
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
—
Fixed Fee
1.00% / yr
7.50% / yr
Performance Fee / Plan
10% of profit
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%