Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Bay India Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
2.14%
6 Months
5.63%
7.28%
1 Year
10.47%
−4.68%
3 Years
—
6.16%
5 Years
—
—
Since Inception
6.92%
11.66%
Fund Age
1 yr 10 mo
3 yrs 7 mo
AUM
₹64.41 Cr
₹81.86 Cr
Alpha – 1 Year
5.75%
−4.33%
Alpha – 3 Years
—
−2.84%
Information Ratio – 3 Years
—
-0.28
Volatility – 1 Year
17.22%
18.83%
Volatility – 3 Years
—
15.47%
Beta – 1 Year
0.92
1.02
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.36
-0.44
Sharpe Ratio – 3 Years
—
0.12
Worst Rolling Year
—
6.16%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−11.60%
−24.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
L 11% · M 21% · S 66%
Number of Stocks
35
25
Portfolio P/E
35.94
24.93
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%
—
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0.5%