Silver Arch - Mid & Small Cap Equity Portfolio PMS: Returns, Portfolio & Fees

PMS · Equity · Multi Cap

Silver Arch - Mid & Small Cap Equity Portfolio

Fund size₹1 Cr

Alpha (3Y)9.01%

3Y return26.84%

Fund age6 yrs 4 mo

Fund Manager

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 Mid & Small Cap Equity

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
Silver Arch Mid & Small Cap Equity	—	65.41%	49.54%	26.84%	23.47%	15.06%
Nifty 500	−8.38%	38.29%	31.45%	20.23%	20.18%	16.50%
Excess over benchmark	—	27.12%	18.09%	6.61%	3.29%	−1.44%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 30 Jun 2024.

Risk : What you take on to earn the return

Volatility

17.90%

Benchmark approx 12.62%

A standard deviation reflecting historical swings.

Sensitivity

0.93

Beta vs benchmark 1.00 · 7% less reactive

How strongly the scheme moves with the index.

Risk-reward

1.04

Sharpe

Excess return gained per unit of volatility.

Portfolio Details : Where the money actually sits

Stocks

P/E ratio

35.36

P/B ratio

5.04

Dividend yield

0.13%

Avg market cap

₹58,401 Cr

Median market cap

₹27,059 Cr

Asset class

Equity

Market cap

Large cap26.50%

Mid cap16.00%

Small cap54.50%

Cash & others3.00%

As on 30 Jun 2024

Fees

VariablePlan A · Shared upside

Fixed Management Fee1.00% / yr

Performance Fee10% of profit

Hurdle RateAbove 0%

No exit load. Lock-in: Nil.

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