Long term alpha generation with moderate risk
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-19.67% | 0.66 | 13.01% | 63.64% |
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 Equity | 0.30% | 12.56% | 19.06% | 71.03% | 28.13% | 28.01% | 20.14% | - | 13.28% |
BSE 500 TRI | 1.65% | 11.94% | 18.86% | 40.23% | 20.23% | 19.75% | 19.19% | - | 15.21% |
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 Mid & Small Cap Equity | Mid & Small Cap | Mr. Sanjeev Patni | 01 February 2018 | 6Y 1M | - | BSE 500 TRI | 13.28% | 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 | 14.79% | -4.08% | 63.64% | 10.71% | 0.15 | 13.01% | 4.90 | -7.95% | -0.52 | 40.91 % |
Nifty 500 | 10.66% | -4.45% | 6.21% | 0.40 | -6.91% | -0.55 | 40.91 % | |||
Nifty Midcap 100 | -5.20% | -6.36% | -11.56% | 0.58 | -5.31% | -0.62 | 40.91 % | |||
Nifty Smallcap 100 | -10.54% | -9.13% | -19.67% | 0.66 | -0.07% | -0.01 | 45.45 % |
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 | 10.50 |
Mid Cap | 15.50 |
Small Cap | 68.00 |
Cash | 6.00 |
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 Sep 21.