Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Avestha - Growth
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
0.64%
6 Months
5.63%
21.51%
1 Year
10.47%
15.87%
3 Years
—
14.38%
5 Years
—
17.96%
Since Inception
6.92%
16.82%
Fund Age
1 yr 10 mo
8 yrs 9 mo
AUM
₹64.41 Cr
₹1,503.25 Cr
Alpha – 1 Year
5.75%
11.15%
Alpha – 3 Years
—
2.29%
Information Ratio – 3 Years
—
0.39
Volatility – 1 Year
17.22%
27.51%
Volatility – 3 Years
—
22.70%
Beta – 1 Year
0.92
1.48
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.36
0.47
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
1.64%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
−11.60%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 12% · M 19% · S 67%
Number of Stocks
35
17
Portfolio P/E
35.94
—
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%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%