Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Centrum PMS - Micro
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
5.99%
6 Months
5.63%
26.63%
1 Year
10.47%
16.86%
3 Years
—
13.24%
5 Years
—
17.56%
Since Inception
6.92%
16.65%
Fund Age
1 yr 10 mo
10 yrs 1 mo
AUM
₹64.41 Cr
₹11.38 Cr
Alpha – 1 Year
5.75%
12.14%
Alpha – 3 Years
—
1.15%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
17.22%
29.32%
Volatility – 3 Years
—
24.13%
Beta – 1 Year
0.92
1.44
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.36
0.48
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
-10.45%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−11.60%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
89.77%
Median Rolling Year
—
20.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
M 1% · S 95%
Number of Stocks
35
28
Portfolio P/E
35.94
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%