Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Equirus Securities - Long Horizon Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
5.54%
6 Months
5.63%
29.52%
1 Year
10.47%
27.35%
3 Years
—
14.30%
5 Years
—
12.28%
Since Inception
6.92%
21.22%
Fund Age
1 yr 10 mo
9 yrs 10 mo
AUM
₹64.41 Cr
₹374.43 Cr
Alpha – 1 Year
5.75%
22.63%
Alpha – 3 Years
—
2.21%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
17.22%
28.49%
Volatility – 3 Years
—
24.50%
Beta – 1 Year
0.92
1.39
Beta – 3 Years
—
1.24
Sharpe Ratio – 1 Year
0.36
0.80
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-3.89%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−11.60%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
—
98.76%
Median Rolling Year
—
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
M 4% · S 95%
Number of Stocks
35
29
Portfolio P/E
35.94
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%