Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs ASK core Portfolio
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
ASK core Portfolio
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.31%
1.84%
6 Months
5.63%
−7.36%
1 Year
10.47%
−4.21%
3 Years
—
—
5 Years
—
—
Since Inception
6.92%
−4.18%
Fund Age
1 yr 10 mo
12 mo
AUM
₹64.41 Cr
₹139.3 Cr
Alpha – 1 Year
5.75%
−3.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.22%
16.33%
Volatility – 3 Years
—
—
Beta – 1 Year
0.92
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
-0.52
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.60%
−16.12%
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%
L 76% · M 10% · S 10%
Number of Stocks
35
15
Portfolio P/E
35.94
28.49
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%
HDFC Bank Ltd · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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