Know Your PMS · Monthly tearsheet
SilverArch India Mid and Small Cap Equity Portfolio
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202666 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
20.73%
Total return
181.82%
Max drawdown
-21.70%
Sharpe
1.37
Sortino
1.35
Calmar
0.96
Win months
45.45%
Best / worst month
12.8% / -7.4%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | 0.00% |
2025 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
2024 | 7.04% | 0.31% | -6.17% | 12.39% | 3.46% | 5.59% | 2.72% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 27.42% |
2023 | -2.61% | – | -1.50% | 5.40% | 9.17% | 5.19% | 12.84% | 6.87% | 1.68% | -3.62% | 7.94% | 4.84% | 55.28% |
2022 | -0.99% | -6.49% | 0.06% | -1.76% | -7.40% | -7.09% | 9.20% | 3.44% | -0.26% | 3.06% | 1.73% | 0.28% | -7.25% |
2021 | – | 11.33% | – | 6.51% | 2.63% | 8.29% | 7.02% | 0.89% | 3.61% | -1.86% | 3.72% | 2.34% | 53.58% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jun_2022 | May_2023 | 21.70% | 15 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 6.17% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.62% | 1 mo |
| Oct_2021 | Oct_2021 | Nov_2021 | 1.86% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
14.55%
Downside deviation
15.31%