Portfolio Management Services (PMS)Compare Schemes
Silver Arch - India Equity Portfolio vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Silver Arch - India Equity Portfolio
White Oak India Select 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%
4.84%
6 Months
15.63%
7.61%
1 Year
20.01%
−0.76%
3 Years
17.10%
11.28%
5 Years
15.64%
9.58%
Since Inception
13.05%
11.67%
Fund Age
8 yrs 11 mo
7 yrs 11 mo
AUM
₹46.46 Cr
₹12.5 Cr
Alpha – 1 Year
15.29%
−3.74%
Alpha – 3 Years
5.01%
−0.61%
Information Ratio – 3 Years
0.88
-0.06
Volatility – 1 Year
20.61%
20.02%
Volatility – 3 Years
19.98%
16.21%
Beta – 1 Year
0.94
1.05
Beta – 3 Years
1.02
0.91
Sharpe Ratio – 1 Year
0.73
-0.22
Sharpe Ratio – 3 Years
0.85
0.41
Worst Rolling Year
-3.76%
8.66%
Value at Worst Rolling Year
₹0.96 Cr
₹1.09 Cr
Deepest Drawdown
−27.72%
−24.66%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
93.14%
100.00%
Median Rolling Year
19.74%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 34% · S 33%
L 36% · M 30% · S 35%
Number of Stocks
25
15
Portfolio P/E
41.42
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%