SilverArch Equity
Our view on the fund, the AMC, the strategy, the performance & the investment team.
IME's Review of SilverArch Equity
| Fund Rating | Strategy Rating | Performance Rating |
|---|---|---|
Upgrade | Upgrade | Upgrade |
View on the Fund
This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian fund universe.
Strategy
Fund's Strategy View
A diversified portfolio consisting of 10-25 stocks providing optimum diversification across sectors.
Fund Performance
The fund has outperformed peers & is amongst the top performing schemes in this category in the last 5 year trailing returns. In terms of longer-term annual performance, performance consistency is weak, with the fund having underperformed it's benchmark in more years than having outperformed.
Trailing Performance
| 1yr | 3yr | 5yr | Since Inception | |
|---|---|---|---|---|
| SilverArch Equity | 8.5 | 24.5 | 20.2 | 12.3 |
| S&P BSE 500 | 6.5 | 15 | 15 | 13.5 |
| Alpha over Broad Mkt BM | 2 | 9.5 | 5.2 | -1.2 |
Performance as of: 31-Jan-26 | Inception Date: 04-Sep-17 | Performance are post-fees, pre-taxes. Global funds denominated in USD or fund currency.
Investment team
IME's Review of SilverArch PMS
| AMC Rating | Pedigree Rating | Team Rating | Philosophy Rating |
|---|---|---|---|
Upgrade | Upgrade | Upgrade | Upgrade |
View on AMC
The 1-star rating of SilverArch PMS is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.
AMC's Pedigree
AMC Team
Investment Philosophy
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