Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs ASK-IVP
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
ASK-IVP
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
1.91%
6 Months
5.63%
−1.55%
1 Year
10.47%
2.26%
3 Years
—
3.37%
5 Years
—
4.66%
Since Inception
6.92%
9.07%
Fund Age
1 yr 10 mo
6 yrs 8 mo
AUM
₹64.41 Cr
₹55.15 Cr
Alpha – 1 Year
5.75%
−0.72%
Alpha – 3 Years
—
−8.51%
Information Ratio – 3 Years
—
-1.16
Volatility – 1 Year
17.22%
17.30%
Volatility – 3 Years
—
16.20%
Beta – 1 Year
0.92
0.96
Beta – 3 Years
—
0.96
Sharpe Ratio – 1 Year
0.36
-0.10
Sharpe Ratio – 3 Years
—
-0.05
Worst Rolling Year
—
0.65%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−11.60%
−23.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.70%
Median Rolling Year
—
10.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 62% · M 31% · S 6%
Number of Stocks
35
26
Portfolio P/E
35.94
31.94
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%
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%