Long term alpha generation with moderate risk
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -26.79% | 0.45 | 12.67% | 60.42% |
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 Portfolio | -3.67% | 4.46% | 31.43% | 27.67% | 11.60% | 26.02% | 15.10% | - | 11.00% |
| BSE 500 TRI | -2.87% | -1.44% | 10.87% | 9.57% | 6.71% | 21.94% | 15.32% | - | 12.72% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Silverarch India Equity Portfolio | Multi Cap | Mr. Sanjeev Patni | 04 September 2017 | 6Y 2M | - | BSE 500 TRI | 11.00% | 23 | 5 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 5.86% | 1.06% | 60.42% | 6.92% | 0.49 | 12.67% | 4.12 | -4.10% | -0.41 | 47.92 % |
| Nifty 500 | 4.08% | 5.72% | 9.80% | 0.60 | -1.64% | -0.20 | 52.08 % | |||
| Nifty Midcap 100 | -8.70% | -6.04% | -14.74% | 0.55 | -1.28% | -0.12 | 54.17 % | |||
| Nifty Smallcap 100 | -10.58% | -16.21% | -26.79% | 0.45 | 3.07% | 0.19 | 52.08 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| TITAGARH RAIL SYSTEMS LIMITED | 8.00 |
| UJJIVAN FINANCIAL | 7.00 |
| Equitas Small Finance Bank Limited | 6.50 |
| IDFC FIRST BANK LIMITED | 6.00 |
| BHARAT ELECTRONICS LTD | 5.00 |
| Top 5 Equity Holdings | 32.50 |
Sector Allocation
| Holding | % |
|---|---|
| Capital Goods | 23.00 |
| Banks | 22.00 |
| Finance | 18.50 |
| Consumer | 13.50 |
| Engg & Construction | 11.50 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 17.00 |
| Mid Cap | 16.50 |
| Small Cap | 61.50 |
| Cash | 5.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Oct 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.
