SilverArch India Mid & Small Cap Portfolio PMS


Key Attributes

Inception Date: 1 Feb 2018

Number of Stocks: 10 - 30

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 Mid & Small Cap Equity7.04%21.14%26.86%67.78%23.71%32.54%20.48%-13.41%
BSE 500 TRI1.92%17.89%16.21%34.16%16.87%22.16%18.68%-15.11%

QRC Report Card *




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
ION EXCHANGE INDIA LTD. 6.00
IDFC FIRST BANK LIMITED 6.00
Top 5 Equity Holdings 33.50

Sector Allocation


Holding %
Banks 22.00
Cap Goods 20.00
Finance 18.50
Engg & Construction 11.50
Consumer 10.50

Market Cap Allocation


Allocations %
Large Cap 9.00
Mid Cap 15.50
Small Cap 69.50
Cash 6.00

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 31 Jan 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 Sep 21.


Do Not Simply Invest, Make Informed Decisions

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