Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Ckredence-Business Cycle Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.31%
2.97%
6 Months
5.63%
18.69%
1 Year
10.47%
17.43%
3 Years
—
—
5 Years
—
—
Since Inception
6.92%
17.76%
Fund Age
1 yr 10 mo
2 yrs 9 mo
AUM
₹64.41 Cr
₹197.55 Cr
Alpha – 1 Year
5.75%
17.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.22%
20.32%
Volatility – 3 Years
—
—
Beta – 1 Year
0.92
1.06
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
0.63
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.60%
−15.36%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
L 18% · M 24% · S 51%
Number of Stocks
35
35
Portfolio P/E
35.94
35.70
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%
Laurus Labs Ltd · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
—
0.75% / yr
Performance Fee / Plan
—
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%