Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Bonanza - Value
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Bonanza - Value
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
6.51%
6 Months
5.63%
14.93%
1 Year
10.47%
16.79%
3 Years
—
13.85%
5 Years
—
12.48%
Since Inception
6.92%
18.86%
Fund Age
1 yr 10 mo
14 yrs 11 mo
AUM
₹64.41 Cr
₹32.99 Cr
Alpha – 1 Year
5.75%
17.14%
Alpha – 3 Years
—
4.85%
Information Ratio – 3 Years
—
0.41
Volatility – 1 Year
17.22%
17.36%
Volatility – 3 Years
—
20.03%
Beta – 1 Year
0.92
0.65
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.36
0.67
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
-8.60%
Value at Worst Rolling Year
—
₹0.91 Cr
Deepest Drawdown
−11.60%
−30.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
82.13%
Median Rolling Year
—
18.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 22% · M 16% · S 61%
Number of Stocks
35
69
Portfolio P/E
35.94
70.14
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%
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%