Portfolio Management Services (PMS)Compare Schemes
Silver Arch - India Equity Portfolio vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Silver Arch - India Equity Portfolio
Turtle Wealth -Wealth 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%
4.93%
6 Months
15.63%
2.72%
1 Year
20.01%
22.88%
3 Years
17.10%
20.47%
5 Years
15.64%
15.12%
Since Inception
13.05%
17.02%
Fund Age
8 yrs 11 mo
6 yrs 11 mo
AUM
₹46.46 Cr
₹261.05 Cr
Alpha – 1 Year
15.29%
18.16%
Alpha – 3 Years
5.01%
8.38%
Information Ratio – 3 Years
0.88
0.98
Volatility – 1 Year
20.61%
17.62%
Volatility – 3 Years
19.98%
15.64%
Beta – 1 Year
0.94
0.83
Beta – 3 Years
1.02
0.87
Sharpe Ratio – 1 Year
0.73
0.97
Sharpe Ratio – 3 Years
0.85
0.94
Worst Rolling Year
-3.76%
7.22%
Value at Worst Rolling Year
₹0.96 Cr
₹1.07 Cr
Deepest Drawdown
−27.72%
−19.96%
Recovery Period
476 days
189 days
1-Year Rolling Windows Positive
93.14%
100.00%
Median Rolling Year
19.74%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 34% · S 33%
L 28% · M 19% · S 43%
Number of Stocks
25
18
Portfolio P/E
41.42
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%