Long term alpha generation with moderate risk
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 3.30% | 0.93 | 18.14% | 59.22% |
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 | 2.42% | 10.84% | 10.32% | 9.29% | 4.90% | 23.78% | 18.11% | - | 12.90% |
| S&P BSE 500 TRI | -0.17% | -2.34% | -5.39% | -0.07% | 4.14% | 13.46% | 12.29% | - | 12.66% |
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 9M | 49.58 | S&P BSE 500 TRI | 12.90% | 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 | 1.40% | 3.15% | 59.22% | 4.55% | 0.90 | 18.14% | -0.23 | 1.01% | 0.08 | 50.49 % |
| Nifty 500 | 0.44% | 2.86% | 3.30% | 0.93 | 0.42% | 0.04 | 52.43 % | |||
| Nifty Midcap 100 | -6.60% | 2.24% | -4.36% | 0.91 | -2.43% | -0.24 | 47.57 % | |||
| Nifty Smallcap 100 | 2.89% | 2.15% | 5.04% | 0.83 | 2.67% | 0.21 | 54.37 % | |||
| BSE 500 | 0.79% | 2.87% | 3.66% | 0.94 | 0.54% | 0.05 | 52.43 % | |||
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 31st May 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 Mar 26.
