Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Dalal & Broacha - Long Term Growth
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Dalal & Broacha - Long Term Growth
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
0.61%
6 Months
5.63%
11.19%
1 Year
10.47%
4.47%
3 Years
—
14.82%
5 Years
—
12.64%
Since Inception
6.92%
13.38%
Fund Age
1 yr 10 mo
19 yrs
AUM
₹64.41 Cr
₹1,249 Cr
Alpha – 1 Year
5.75%
4.82%
Alpha – 3 Years
—
5.82%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
17.22%
21.24%
Volatility – 3 Years
—
17.51%
Beta – 1 Year
0.92
1.09
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.36
0.05
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.60%
—
Recovery Period
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 40% · M 40% · S 15%
Number of Stocks
35
25
Portfolio P/E
35.94
—
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%
—
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%