Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Buoyant - Opportunities
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.31%
1.73%
6 Months
5.63%
2.87%
1 Year
10.47%
8.13%
3 Years
—
16.18%
5 Years
—
18.39%
Since Inception
6.92%
20.76%
Fund Age
1 yr 10 mo
10 yrs
AUM
₹64.41 Cr
₹12,257.23 Cr
Alpha – 1 Year
5.75%
5.15%
Alpha – 3 Years
—
4.29%
Information Ratio – 3 Years
—
0.41
Volatility – 1 Year
17.22%
17.45%
Volatility – 3 Years
—
14.35%
Beta – 1 Year
0.92
0.98
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
0.36
0.22
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
-5.58%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−11.60%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
87.09%
Median Rolling Year
—
23.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 55% · M 21% · S 12%
Number of Stocks
35
40
Portfolio P/E
35.94
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%