Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Asit C Mehta - Ace Multicap
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Asit C Mehta - Ace Multicap
Return for the risk
3 yrs return
15%
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
0.87%
6 Months
5.63%
10.71%
1 Year
10.47%
14.18%
3 Years
—
22.17%
5 Years
—
23.46%
Since Inception
6.92%
19.11%
Fund Age
1 yr 10 mo
8 yrs
AUM
₹64.41 Cr
₹120.99 Cr
Alpha – 1 Year
5.75%
9.46%
Alpha – 3 Years
—
10.08%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
17.22%
18.02%
Volatility – 3 Years
—
20.69%
Beta – 1 Year
0.92
1.00
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.36
0.53
Sharpe Ratio – 3 Years
—
0.83
Worst Rolling Year
—
9.94%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−11.60%
−25.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
32.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 20% · M 23% · S 47%
Number of Stocks
35
19
Portfolio P/E
35.94
29.90
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%
Cash & Cash Equivalent · 14.64%
Piramal Pharma Ltd · 6.93%
Reliance Industries Ltd · 6.83%
Havells India Ltd · 5.96%
Quess Corp Ltd · 5.31%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%