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ArthAlpha Machine Learning Equity Quant vs Fortuna Two: Inflation Protect Approach

ArthAlpha Machine Learning Equity Quant

Fortuna Two: Inflation Protect Approach

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Growth of ₹1 Crore

ArthAlpha Machine Learning Equity Quant

Fortuna Two: Inflation Protect Approach

Return for the risk

1 yr return

10%

15%

Nifty 500 · 4.7%

ArthAlpha Machine Learning Equity Quant

10.5% • vol 17.2%

Fortuna Two: Inflation Protect Approach

8.3% • vol 1.6%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

2.31%

0.55%

6 Months

5.63%

4.27%

1 Year

10.47%

8.31%

3 Years

—

5 Years

—

Since Inception

6.92%

8.33%

Fund Age

1 yr 10 mo

2 yrs 9 mo

AUM

₹64.41 Cr

₹7.58 Cr

Alpha – 1 Year

5.75%

3.11%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

17.22%

1.63%

Volatility – 3 Years

—

Beta – 1 Year

0.92

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.36

1.73

Sharpe Ratio – 3 Years

—

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%

—

Number of Stocks

—

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

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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