Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs ArthAlpha Machine Learning Equity Quant
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
ArthAlpha Machine Learning Equity Quant
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.69%
2.31%
6 Months
5.44%
5.63%
1 Year
8.55%
10.47%
3 Years
—
—
5 Years
—
—
Since Inception
13.60%
6.92%
Fund Age
2 yrs 9 mo
1 yr 10 mo
AUM
₹1.41 Cr
₹64.41 Cr
Alpha – 1 Year
3.83%
5.75%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.87%
17.22%
Volatility – 3 Years
—
—
Beta – 1 Year
1.03
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
0.36
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.69%
−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 33% · M 60% · S 3%
Number of Stocks
14
35
Portfolio P/E
—
35.94
Top 5 Holdings
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
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
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Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Fixed Fee
1.10% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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