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 | 0.50% | 15.17% | 23.91% | 72.66% | 26.05% | 26.36% | 19.89% | - | 14.31% |
BSE 500 TRI | 1.66% | 11.93% | 18.82% | 39.41% | 19.73% | 19.41% | 18.96% | - | 15.19% |
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 6M | - | BSE 500 TRI | 14.31% | 25 | 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 | 11.69% | -4.77% | 60.42% | 6.92% | 0.49 | 12.67% | 4.12 | -4.10% | -0.41 | 47.92 % |
Nifty 500 | 7.56% | 2.24% | 9.80% | 0.60 | -1.64% | -0.20 | 52.08 % | |||
Nifty Midcap 100 | -8.76% | -5.98% | -14.74% | 0.55 | -1.28% | -0.12 | 54.17 % | |||
Nifty Smallcap 100 | -13.69% | -13.1% | -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 | 21.00 |
Mid Cap | 14.50 |
Small Cap | 59.50 |
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 SpecialistsDisclaimer
#Returns as of 29 Feb 2024. 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.