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SilverArch Mid & Small Cap Equity

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Not a recommended 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 mutual fund universe.

IME Strategy Rating

Mid & Small Cap Focussed: A diversified portfolio of 10-30 stocks from the mid and small-cap universe. Targeted at investors with a relatively higher appetite for risk.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on SilverArch Mid & Small Cap Equity

Type: Mid & Smallcap | GARP | AUM (0.7 cr) | Inc Date (5 Feb 2018)

SilverArch India Mid & Small Cap Equity- Investment Strategy

SilverArch India Mid and Small Cap Equity is a small-cap strategy. Diversified portfolio of 10-30 stocks from mid and small cap universe.

Trailing Performance

1yr 3yr 5yr Since Inception
SilverArch Mid & Small Cap Equity 64.8 28 21 14.2
S&P BSE 500 TRI 34.7 18 18 15.1
Alpha over Broad Mkt BM 30.1 10 3 -0.9
Nifty Midcap 150 53 25.7 24.6
Alpha over Category BM 11.8 2.3 -3.6

Performance as of: 31-May-24 | Inception Date: 05-Feb-18

Fund Managers

Sanjeev Patni | 4-star rated FM

Fund Manager | 34 yrs Experience | 9 yrs at current firm

Past Experience: Director (RBS Markets and International Banking), Portfolio Manager (Zesiger Capital Group), Executive Director (ICICI Securities New York)

Sanjeev Patni is a CFA Charter holder with 3 decades of global and Indian investment management experience, which includes tenures at RBS, Zesiger & ICICI Securities.

Fee Structure

Fee StructureFee
Fixed Fee Structure
Variable Fee Structures1% fixed + 10% above no hurdle
Exit Fees

AMC

AMC: SilverArch PMS (click link for detailed AMC review)

Not a Recommended AMC: SilverArch PMS is too young and sub-scale to recommend investments at this time. Also while Sanjeev Patni has a strong equities track record, his track record of managing public equities in a PMS format is still to be proven. The 1-star rating of the AMC 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.

SilverArch PMS does not meet our criteria for PMS AMC Selection at this time. Understand our AMC rating criteria at AMC Rating Criteria or contact us via the LiveChat to learn more.