SilverArch India Equity Portfolio


Key Attributes

Inception Date: 4 Sep 2017

Number of Stocks: 10 - 25

Fund Manager Name: Mr. Sanjeev Patni

Fund Manager Experience:

Director - RBS Equities/CIMB Securities (2011-2015); President - Prabhudas Lilladher (2010-2011); Head Equities - Centrum Capital (2009-2010); International Portfolio Manager - Zesiger Capital Group, New York (2005-2008); Executive Director - ICICI Securities Inc, New York (2001-2005); Managing Director - B&K Securities (1998-2001); Head Research - W.I. Carr (1994-1998); Fund Manager - SBI Mutual Fund (1990-1994)

Investment Objective

Long term alpha generation with moderate risk

Investment Strategy

Long term alpha creation is best achieved through allocating capital using intuitive top-down overlay on a selection of good and quality stocks acquired at mispriced undervaluation.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Silverarch India Equity Portfolio5.6%3.0%-2.9%-2.8%7.8%18.7%6.7%-6.8%
BSE 500 TRI4.6%2.1%-1.2%4.1%12.3%25.4%11.4%-11.9%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
ICICI BANK LIMITED 10.00
IDFC FIRST BANK LIMITED 6.00
BHARAT ELECTRONICS LTD 5.00
UJJIVAN FINANCIAL 5.00
FEDERAL BANK LIMITED 4.50
Top 5 Equity Holdings 30.50

Sector Allocation


Holding %
Banks 33.00
Capital Goods 12.00
Financials 9.00
Consumer 9.00
Agri 7.50

Market Cap Allocation


Allocations %
Large Cap 29.5
Mid Cap 25.0
Small Cap 41.0
Cash 4.5

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 30 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Aug 21.


Do Not Simply Invest, Make Informed Decisions