Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.31%
3.76%
6 Months
5.63%
11.66%
1 Year
10.47%
12.54%
3 Years
—
11.42%
5 Years
—
—
Since Inception
6.92%
6.78%
Fund Age
1 yr 10 mo
4 yrs 10 mo
AUM
₹64.41 Cr
₹2.34 Cr
Alpha – 1 Year
5.75%
7.82%
Alpha – 3 Years
—
−0.67%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
17.22%
21.44%
Volatility – 3 Years
—
14.93%
Beta – 1 Year
0.92
1.05
Beta – 3 Years
—
0.81
Sharpe Ratio – 1 Year
0.36
0.41
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
3.84%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−11.60%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.56%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
L 46% · M 22% · S 27%
Number of Stocks
35
19
Portfolio P/E
35.94
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%