Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Axis Kaizen Portfolio
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
−2.57%
6 Months
5.63%
25.88%
1 Year
10.47%
19.47%
3 Years
—
25.74%
5 Years
—
—
Since Inception
6.92%
23.24%
Fund Age
1 yr 10 mo
3 yrs 1 mo
AUM
₹64.41 Cr
₹507.13 Cr
Alpha – 1 Year
5.75%
16.49%
Alpha – 3 Years
—
13.85%
Information Ratio – 3 Years
—
0.94
Volatility – 1 Year
17.22%
20.27%
Volatility – 3 Years
—
18.08%
Beta – 1 Year
0.92
0.86
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.36
0.71
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
22.47%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−11.60%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.46%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
L 10% · M 12% · S 65%
Number of Stocks
35
20
Portfolio P/E
35.94
45.78
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%
Sansera Engineering Ltd · 12.99%
Cash & Cash Equivalent · 12.71%
Acutaas Chemicals Ltd · 10.86%
UltraTech Cement Ltd · 7.45%
Syrma SGS Technology Ltd · 5.58%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%