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India Equity Portfolio

SilverArch Investment Advisers Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
4 September 2017
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Diversified portfolio consisting of 10-25 stocks providing optimum diversification across sectors. Suitable for investors with moderate to high appetite for risk.

Investment Objective

To generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments selected from among the entire listed universe on the Indian stock exchanges.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.54% -0.24% 0.78%
3 MONTHS 3.45% 5.02% -1.57%
6 MONTHS -4.32% 1.63% -5.95%
1 YEAR -4.75% 7.63% -12.38%
2 YEAR 10.86% 11.65% -0.79%
3 YEAR 22.72% 16.41% 6.31%
5 YEAR 19.71% 16.82% 2.89%
SINCE INCEPTION 12.66% 14.14% -1.48%

Calendar Year Performance

Year Return
CY 2025 -4.75%
CY 2024 29.03%
CY 2023 50.37%
CY 2022 -6.19%
CY 2021 46.30%
CY 2020 9.22%
CY 2019 3.87%
CY 2018 -11.49%
CY 2017 9.29%

Financial Year Performance

Year Return
FY 26_YTD 9.46%
FY 25 8.47%
FY 24 67.03%
FY 23 -11.61%
FY 22 33.45%
FY 21 53.25%
FY 20 -24.94%
FY 19 0.86%
FY 18 1.21%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Sanjeev Patni

Fund Manager

Mr. Sanjeev Patni is the main promoter of SilverArch Investment Advisers Private Limited.He has 27 years of experience in India and United States of America in areas related to investing in equities, including experience in managing Indian and International portfolios, as well as experience in researching stocks, advising on stocks and stock markets and managing and running broking companies catering to foreign institutional investors (FIIs) and domestic financial institutions (DFIs). Over the entire span of his career he has been involved in researching for right companies/stocks and for identifying appropriate ideas for investments required for both managing portfolios as well as advising on stocks and stock markets.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Muthoot Finance Limited 7.50%
  • Bharat Electronics Ltd 7.00%
  • MCX India Ltd 6.00%
  • Garden Reach Shipbuilders & Engineers Ltd. 5.00%
  • National Aluminium Company Limited 4.50%

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
27
top 5 stocks percent
30.00%
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
8 Yrs, 3 Months
sip
Available
stp
Available

Fee Structure

Variable Fee

AMC: 1.00%

Hurdle: No Option

Profit Sharing: 10% Performance Fees

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)

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