Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
3.10%
6 Months
5.63%
2.75%
1 Year
10.47%
19.54%
3 Years
—
16.88%
5 Years
—
17.69%
Since Inception
6.92%
15.84%
Fund Age
1 yr 10 mo
8 yrs
AUM
₹64.41 Cr
₹335.72 Cr
Alpha – 1 Year
5.75%
19.89%
Alpha – 3 Years
—
7.88%
Information Ratio – 3 Years
—
0.91
Volatility – 1 Year
17.22%
22.09%
Volatility – 3 Years
—
17.60%
Beta – 1 Year
0.92
1.28
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.36
0.68
Sharpe Ratio – 3 Years
—
0.74
Worst Rolling Year
—
9.01%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−11.60%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 57% · M 6% · S 37%
Number of Stocks
35
192
Portfolio P/E
35.94
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%