Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.31%
−0.04%
6 Months
5.63%
−3.71%
1 Year
10.47%
−1.23%
3 Years
—
7.88%
5 Years
—
5.71%
Since Inception
6.92%
9.28%
Fund Age
1 yr 10 mo
7 yrs 1 mo
AUM
₹64.41 Cr
₹2.48 Cr
Alpha – 1 Year
5.75%
−5.95%
Alpha – 3 Years
—
−4.21%
Information Ratio – 3 Years
—
-1.27
Volatility – 1 Year
17.22%
17.16%
Volatility – 3 Years
—
14.17%
Beta – 1 Year
0.92
0.98
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
0.36
-0.29
Sharpe Ratio – 3 Years
—
0.17
Worst Rolling Year
—
5.24%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−11.60%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 92% · M 4%
Number of Stocks
35
26
Portfolio P/E
35.94
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%