Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Girik Capital - Multi Cap Growth Equity Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
1.15%
6 Months
5.63%
3.53%
1 Year
10.47%
−0.08%
3 Years
—
14.56%
5 Years
—
12.33%
Since Inception
6.92%
18.88%
Fund Age
1 yr 10 mo
16 yrs 7 mo
AUM
₹64.41 Cr
₹1,574.57 Cr
Alpha – 1 Year
5.75%
0.35%
Alpha – 3 Years
—
5.99%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
17.22%
16.64%
Volatility – 3 Years
—
15.28%
Beta – 1 Year
0.92
0.97
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
0.36
-0.25
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
-0.31%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−11.60%
−22.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.36%
Median Rolling Year
—
22.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 39% · M 8% · S 47%
Number of Stocks
35
33
Portfolio P/E
35.94
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%