PMS · Equity · Multi Cap
Silver Arch - India Equity Portfolio
Fund size₹46 Cr
Alpha (3Y)9.48%
3Y return17.10%
Fund age8 yrs 11 mo
Fund Manager
Sanjeev Patni
Sanjeev Patni
Fund Manager, PMS, Silver Arch Investments
Mr. Sanjeev Patni is the main promoter of SilverArch Investment Advisers Private Limited.He has 27 years of experience in India and United States of America in areas related to investing in equities, including experience in managing Indian and International portfolios, as well as experience in researching stocks, advising on stocks and stock markets and managing and running broking companies catering to foreign institutional investors (FIIs) and domestic financial institutions (DFIs). Over the entire span of his career he has been involved in researching for right companies/stocks and for identifying appropriate ideas for investments required for both managing portfolios as well as advising on stocks and stock markets.
Managing AUM₹47 Cr
Growth of₹Cr
Silver Arch India Equity
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Silver Arch India Equity14.38%20.01%2.46%17.10%15.64%13.05%
Nifty 500−1.02%4.72%−0.11%12.09%10.91%12.76%
Excess over benchmark15.40%15.29%2.57%5.01%4.73%0.29%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
19.98%
Benchmark approx 14.79%
A standard deviation reflecting historical swings.
Sensitivity
1.02
Beta vs benchmark 1.00 · 2% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.85
Sharpe
Excess return gained per unit of volatility.
Capture ratio
117 / 63
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −27.72% from its 16 Oct 2024 peak to a 03 Mar 2025 trough, and recovered on 22 Jun 2026 after 476 days.
Max drawdowns
−27.72%
Recovery period
476 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme16 Oct 202403 Mar 2025−27.72%138 days22 Jun 2026476 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak16 Oct 2024
Trough03 Mar 2025
Depth−27.72%
Fell over138 days
Recovered22 Jun 2026
Recovery took476 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
25
P/E ratio
41.42
P/B ratio
7.90
Dividend yield
0.19%
Avg market cap
₹90,284 Cr
Median market cap
₹69,884 Cr
Asset class
Equity
Market cap
Large cap27.00%
Mid cap34.00%
Small cap32.50%
Cash & others6.50%
As on 31 Aug 2026
Fees
VariablePlan A · Shared upside
Fixed Management Fee1.00% / yr
Performance Fee10% of profit
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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