Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Centrum PMS - Good to Great
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
1.70%
6 Months
5.63%
9.08%
1 Year
10.47%
−2.99%
3 Years
—
5.96%
5 Years
—
8.08%
Since Inception
6.92%
15.75%
Fund Age
1 yr 10 mo
7 yrs 2 mo
AUM
₹64.41 Cr
₹61.93 Cr
Alpha – 1 Year
5.75%
−7.71%
Alpha – 3 Years
—
−6.13%
Information Ratio – 3 Years
—
-0.39
Volatility – 1 Year
17.22%
26.39%
Volatility – 3 Years
—
21.38%
Beta – 1 Year
0.92
1.37
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.36
-0.20
Sharpe Ratio – 3 Years
—
0.18
Worst Rolling Year
—
5.04%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−11.60%
−33.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.83%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 2% · M 12% · S 82%
Number of Stocks
35
24
Portfolio P/E
35.94
41.54
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 · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
—
2.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%