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SilverArch India Equity Portfolio PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The SilverArch India Equity Portfolio PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 5.26%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

SilverArch India Equity Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

India Equity Portfolio

Start Date

04 September 2017

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Sanjeev Patni

1 Yr. Return

5.26%

3 Yr. Return

18.03%

5 Yr. Return

23.13%

SilverArch India Equity Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

27

Top 5 Stocks%

30.50%

Top 5 Sectors%

83.00%

Portfolio Age

7 Yrs, 7 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

SilverArch India Equity Portfolio PMS Strategy - Cost or Charges

Fixed Fees

No Fixed Fees

Variable AMC

1% of Fund Value

Variable Profit Sharing

10% Performance Fees

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

SilverArch India Equity Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

43.00%

Mid Cap

24.50%

Small Cap

26.00%

Cash & Equivalent

5.50%

Check out Business Opportunities with Similar Brands

SilverArch India Equity Portfolio Strategy - Top 5 Sectors

Financial Services

36.50%

Healthcare

9.00%

Capital Goods

27.50%

Realty

5.00%

Power

5.00%

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