Portfolio Management Services (PMS)Compare Schemes
Silver Arch - India Equity Portfolio vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Silver Arch - India Equity Portfolio
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
15.63%
9.86%
1 Year
20.01%
32.16%
3 Years
17.10%
19.13%
5 Years
15.64%
12.16%
Since Inception
13.05%
16.12%
Fund Age
8 yrs 11 mo
5 yrs 10 mo
AUM
₹46.46 Cr
₹170.31 Cr
Alpha – 1 Year
15.29%
27.44%
Alpha – 3 Years
5.01%
7.04%
Information Ratio – 3 Years
0.88
0.58
Volatility – 1 Year
20.61%
17.07%
Volatility – 3 Years
19.98%
17.73%
Beta – 1 Year
0.94
0.65
Beta – 3 Years
1.02
0.86
Sharpe Ratio – 1 Year
0.73
1.42
Sharpe Ratio – 3 Years
0.85
0.79
Worst Rolling Year
-3.76%
0.71%
Value at Worst Rolling Year
₹0.96 Cr
₹1.01 Cr
Deepest Drawdown
−27.72%
−30.82%
Recovery Period
476 days
429 days
1-Year Rolling Windows Positive
93.14%
99.71%
Median Rolling Year
19.74%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 34% · S 33%
L 11% · M 1% · S 72%
Number of Stocks
25
18
Portfolio P/E
41.42
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%