Portfolio Management Services (PMS)Compare Schemes
Silver Arch - India Equity Portfolio vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Silver Arch - India Equity Portfolio
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.91%
3.42%
6 Months
15.63%
2.89%
1 Year
20.01%
2.59%
3 Years
17.10%
10.39%
5 Years
15.64%
8.86%
Since Inception
13.05%
11.13%
Fund Age
8 yrs 11 mo
5 yrs 6 mo
AUM
₹46.46 Cr
₹63.54 Cr
Alpha – 1 Year
15.29%
−0.39%
Alpha – 3 Years
5.01%
−1.50%
Information Ratio – 3 Years
0.88
-0.34
Volatility – 1 Year
20.61%
16.68%
Volatility – 3 Years
19.98%
13.79%
Beta – 1 Year
0.94
0.95
Beta – 3 Years
1.02
0.88
Sharpe Ratio – 1 Year
0.73
-0.09
Sharpe Ratio – 3 Years
0.85
0.40
Worst Rolling Year
-3.76%
6.98%
Value at Worst Rolling Year
₹0.96 Cr
₹1.07 Cr
Deepest Drawdown
−27.72%
−15.31%
Recovery Period
476 days
227 days
1-Year Rolling Windows Positive
93.14%
100.00%
Median Rolling Year
19.74%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 34% · S 33%
L 69% · M 25% · S 5%
Number of Stocks
25
40
Portfolio P/E
41.42
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%