Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs ASK Lighthouse
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
ASK Lighthouse
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%
−0.73%
6 Months
5.63%
−1.97%
1 Year
10.47%
−3.39%
3 Years
—
—
5 Years
—
—
Since Inception
6.92%
6.01%
Fund Age
1 yr 10 mo
2 yrs 4 mo
AUM
₹64.41 Cr
₹467 Cr
Alpha – 1 Year
5.75%
−6.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.22%
20.24%
Volatility – 3 Years
—
—
Beta – 1 Year
0.92
1.10
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
-0.34
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.60%
−14.02%
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 61% · M 15% · S 23%
Number of Stocks
35
25
Portfolio P/E
35.94
34.53
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%
Hindustan Aeronautics Ltd · 8.76%
Larsen & Toubro Ltd · 8.61%
Reliance Industries Ltd · 8.53%
HDFC Bank Ltd · 8.35%
UltraTech Cement Ltd · 7.96%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%