Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Asit C Mehta - Ace Multi-asset Portfolio
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Asit C Mehta - Ace Multi-asset Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
1.26%
6 Months
5.63%
8.39%
1 Year
10.47%
14.45%
3 Years
—
20.39%
5 Years
—
20.20%
Since Inception
6.92%
16.82%
Fund Age
1 yr 10 mo
7 yrs 10 mo
AUM
₹64.41 Cr
₹12.77 Cr
Alpha – 1 Year
5.75%
7.59%
Alpha – 3 Years
—
9.35%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
17.22%
12.27%
Volatility – 3 Years
—
16.07%
Beta – 1 Year
0.92
1.23
Beta – 3 Years
—
1.51
Sharpe Ratio – 1 Year
0.36
0.74
Sharpe Ratio – 3 Years
—
0.80
Worst Rolling Year
—
6.14%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−11.60%
−17.38%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
26.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 22% · M 19% · S 28%
Number of Stocks
35
23
Portfolio P/E
35.94
26.00
Top 5 Holdings
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%
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%