Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs ArthAlpha Machine Learning Equity Quant
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
ArthAlpha Machine Learning Equity Quant
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.47%
2.31%
6 Months
−2.07%
5.63%
1 Year
−0.17%
10.47%
3 Years
9.32%
—
5 Years
7.90%
—
Since Inception
11.39%
6.92%
Fund Age
7 yrs 6 mo
1 yr 10 mo
AUM
₹2.61 Cr
₹64.41 Cr
Alpha – 1 Year
0.18%
5.75%
Alpha – 3 Years
0.32%
—
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
16.91%
17.22%
Volatility – 3 Years
14.31%
—
Beta – 1 Year
1.05
0.92
Beta – 3 Years
1.01
—
Sharpe Ratio – 1 Year
-0.24
0.36
Sharpe Ratio – 3 Years
0.31
—
Worst Rolling Year
7.30%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−17.23%
−11.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.22%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 2% · S 8%
L 33% · M 60% · S 3%
Number of Stocks
26
35
Portfolio P/E
24.76
35.94
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
BSE Ltd · 4.95%
Multi Commodity Exchange of India Ltd · 4.44%
Oracle Financial Services Software Ltd · 4.41%
Coforge Ltd · 3.67%
NLC India Ltd · 3.63%
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—