Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Ayan-PriceBridge Upswing
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
0.67%
6 Months
5.63%
6.20%
1 Year
10.47%
9.45%
3 Years
—
11.74%
5 Years
—
—
Since Inception
6.92%
12.77%
Fund Age
1 yr 10 mo
3 yrs 7 mo
AUM
₹64.41 Cr
₹223.43 Cr
Alpha – 1 Year
5.75%
9.88%
Alpha – 3 Years
—
3.17%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
17.22%
16.24%
Volatility – 3 Years
—
16.22%
Beta – 1 Year
0.92
0.89
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.36
0.30
Sharpe Ratio – 3 Years
—
0.44
Worst Rolling Year
—
11.49%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−11.60%
−24.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.89%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
L 45% · M 31% · S 19%
Number of Stocks
35
96
Portfolio P/E
35.94
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
—
1.35% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%