Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Axis - Brand Equity PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
2.39%
6 Months
5.63%
10.60%
1 Year
10.47%
2.51%
3 Years
—
7.68%
5 Years
—
9.38%
Since Inception
6.92%
10.51%
Fund Age
1 yr 10 mo
9 yrs 6 mo
AUM
₹64.41 Cr
₹804.15 Cr
Alpha – 1 Year
5.75%
2.94%
Alpha – 3 Years
—
−0.89%
Information Ratio – 3 Years
—
-0.08
Volatility – 1 Year
17.22%
21.76%
Volatility – 3 Years
—
17.30%
Beta – 1 Year
0.92
1.23
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.36
-0.04
Sharpe Ratio – 3 Years
—
0.20
Worst Rolling Year
—
-3.22%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
−11.60%
−26.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
96.55%
Median Rolling Year
—
12.69%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 26% · M 6% · S 61%
Number of Stocks
35
42
Portfolio P/E
35.94
35.23
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%
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%