Long term alpha generation with moderate risk
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 9.92% | 1.11 | 21.54% | 60% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| SilverArch Investment Advisers Pvt Ltd India Equity Portfolio | 0.44% | 20.39% | 10.21% | 5.44% | 2.55% | 21.85% | 17.09% | - | 12.83% |
| S&P BSE 500 TRI | 1.73% | 12.10% | -3.53% | -1.96% | 1.52% | 12.53% | 12.21% | - | 12.76% |
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 Investment Advisers Pvt Ltd India Equity Portfolio | Multi Cap & Flexi Cap | Mr. Sanjeev Patni | 04 September 2017 | 8Y 10M | 49.64 | S&P BSE 500 TRI | 12.83% | 26 | NA |
| 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 | 6.94% | 7.2% | 60% | 14.14% | 1.13 | 21.54% | 0.26 | 2.65% | 0.21 | 51.43 % |
| Nifty 500 | 3.35% | 6.57% | 9.92% | 1.11 | 1.49% | 0.15 | 53.33 % | |||
| Nifty Midcap 100 | -4.07% | 5.86% | 1.79% | 0.99 | -1.88% | -0.19 | 47.62 % | |||
| Nifty Smallcap 100 | 2.35% | 5.5% | 7.85% | 0.83 | 2.73% | 0.22 | 54.29 % | |||
| BSE 500 | 3.81% | 6.58% | 10.39% | 1.12 | 1.65% | 0.16 | 53.33 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 42.50 |
| Mid Cap | 34.00 |
| Small Cap | 18.00 |
| Cash | 5.50 |
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 30th Jun 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
