Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs ArthAlpha Machine Learning Equity Quant
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
ArthAlpha Machine Learning Equity Quant
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
2.31%
6 Months
3.88%
5.63%
1 Year
−7.98%
10.47%
3 Years
11.06%
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5 Years
10.06%
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Since Inception
11.56%
6.92%
Fund Age
5 yrs 3 mo
1 yr 10 mo
AUM
₹106.37 Cr
₹64.41 Cr
Alpha – 1 Year
−10.96%
5.75%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
17.22%
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
0.92
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
0.36
Sharpe Ratio – 3 Years
0.42
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−11.60%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
L 33% · M 60% · S 3%
Number of Stocks
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35
Portfolio P/E
—
35.94
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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 · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
2% of profit
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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