Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs East Green-Agile Strategy
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
East Green-Agile Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
1.90%
6 Months
5.63%
23.62%
1 Year
10.47%
21.42%
3 Years
—
14.56%
5 Years
—
—
Since Inception
6.92%
16.17%
Fund Age
1 yr 10 mo
3 yrs 1 mo
AUM
₹64.41 Cr
₹77.6 Cr
Alpha – 1 Year
5.75%
16.70%
Alpha – 3 Years
—
2.47%
Information Ratio – 3 Years
—
0.32
Volatility – 1 Year
17.22%
21.73%
Volatility – 3 Years
—
20.33%
Beta – 1 Year
0.92
1.06
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.36
0.76
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
14.63%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−11.60%
−24.36%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
—
Number of Stocks
35
—
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
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%