Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
15%
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
2.00%
6 Months
5.63%
4.51%
1 Year
10.47%
15.12%
3 Years
—
22.90%
5 Years
—
—
Since Inception
6.92%
24.96%
Fund Age
1 yr 10 mo
4 yrs 7 mo
AUM
₹64.41 Cr
₹136 Cr
Alpha – 1 Year
5.75%
10.40%
Alpha – 3 Years
—
10.82%
Information Ratio – 3 Years
—
1.17
Volatility – 1 Year
17.22%
19.24%
Volatility – 3 Years
—
20.81%
Beta – 1 Year
0.92
1.07
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.36
0.55
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
21.90%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−11.60%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.91%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
L 53% · M 22% · S 20%
Number of Stocks
35
18
Portfolio P/E
35.94
27.00
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
—
Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%