Portfolio Management Services (PMS)Compare Schemes
Silver Arch - India Equity Portfolio vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Silver Arch - India Equity Portfolio
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
15.63%
13.10%
1 Year
20.01%
18.11%
3 Years
17.10%
14.56%
5 Years
15.64%
8.71%
Since Inception
13.05%
13.67%
Fund Age
8 yrs 11 mo
11 yrs 2 mo
AUM
₹46.46 Cr
₹138.06 Cr
Alpha – 1 Year
15.29%
18.46%
Alpha – 3 Years
5.01%
5.57%
Information Ratio – 3 Years
0.88
0.62
Volatility – 1 Year
20.61%
22.83%
Volatility – 3 Years
19.98%
16.72%
Beta – 1 Year
0.94
1.29
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
0.73
0.61
Sharpe Ratio – 3 Years
0.85
0.55
Worst Rolling Year
-3.76%
-8.44%
Value at Worst Rolling Year
₹0.96 Cr
₹0.92 Cr
Deepest Drawdown
−27.72%
−17.10%
Recovery Period
476 days
115 days
1-Year Rolling Windows Positive
93.14%
92.53%
Median Rolling Year
19.74%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 34% · S 33%
L 38% · M 14% · S 45%
Number of Stocks
25
18
Portfolio P/E
41.42
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
10% of profit
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%