Affluense AI AFFLUENSE

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

This portfolio comprises 10-25 equity instruments, carefully selected to achieve optimal sector-wise diversification. It is designed for investors with a moderate to substantial risk tolerance.

Investment Objective

The investment objective is to achieve sustained capital growth over an extended period through a portfolio primarily comprising equity and equity-linked securities, selected from the full spectrum of listed companies on 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 serves as the principal promoter of SilverArch Investment Advisers Private Limited. He brings a distinguished career spanning 27 years, encompassing both India and the United States of America, with a strong focus on equity investments. His expertise includes the management of Indian and international investment portfolios, comprehensive stock research, strategic stock market advisory, and the operation of broking entities serving Foreign Institutional Investors (FIIs) and Domestic Financial Institutions (DFIs). Throughout his professional tenure, Mr. Patni has consistently been engaged in identifying suitable investment opportunities and high-caliber companies/stocks, crucial for both portfolio management and market-related advisories.

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%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent 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.

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