Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Eklavya Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 4.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.31%
−0.98%
6 Months
5.63%
4.93%
1 Year
10.47%
−0.37%
3 Years
—
—
5 Years
—
—
Since Inception
6.92%
4.91%
Fund Age
1 yr 10 mo
2 yrs 1 mo
AUM
₹64.41 Cr
₹8 Cr
Alpha – 1 Year
5.75%
−0.02%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.22%
12.93%
Volatility – 3 Years
—
—
Beta – 1 Year
0.92
0.72
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
-0.38
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
6.09%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−11.60%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
6.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
L 23% · M 8% · S 36%
Number of Stocks
35
30
Portfolio P/E
35.94
24.51
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 Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 2% / 0%