Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Bonanza - Growth
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
3.68%
6 Months
5.63%
−1.81%
1 Year
10.47%
5.85%
3 Years
—
8.65%
5 Years
—
7.90%
Since Inception
6.92%
16.09%
Fund Age
1 yr 10 mo
16 yrs 4 mo
AUM
₹64.41 Cr
₹22.08 Cr
Alpha – 1 Year
5.75%
6.20%
Alpha – 3 Years
—
−0.35%
Information Ratio – 3 Years
—
0.11
Volatility – 1 Year
17.22%
17.32%
Volatility – 3 Years
—
15.11%
Beta – 1 Year
0.92
0.79
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
0.36
0.10
Sharpe Ratio – 3 Years
—
0.36
Worst Rolling Year
—
0.88%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−11.60%
−17.79%
Recovery Period
Not yet recovered
297 days
1-Year Rolling Windows Positive
—
99.98%
Median Rolling Year
—
18.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 22% · M 16% · S 47%
Number of Stocks
35
37
Portfolio P/E
35.94
45.09
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 · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%