Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs ArthAlpha Machine Learning Equity Quant
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
ArthAlpha Machine Learning Equity Quant
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.02%
2.31%
6 Months
3.82%
5.63%
1 Year
5.88%
10.47%
3 Years
—
—
5 Years
—
—
Since Inception
13.46%
6.92%
Fund Age
2 yrs 11 mo
1 yr 10 mo
AUM
₹17.93 Cr
₹64.41 Cr
Alpha – 1 Year
6.23%
5.75%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
18.15%
17.22%
Volatility – 3 Years
15.54%
—
Beta – 1 Year
1.08
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.11
0.36
Sharpe Ratio – 3 Years
0.60
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.91%
−11.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
L 33% · M 60% · S 3%
Number of Stocks
38
35
Portfolio P/E
28.05
35.94
Top 5 Holdings
BSE Ltd · 5.51%
Bajaj Finance Ltd · 4.52%
Manappuram Finance Ltd · 4.34%
Indian Hotels Co Ltd · 4.29%
Coforge Ltd · 4.08%
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 · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Fixed Fee
0.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
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