Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs HDFC India Ascent Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
HDFC India Ascent Portfolio - DPMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
−1.07%
6 Months
5.63%
1.78%
1 Year
10.47%
5.40%
3 Years
—
8.85%
5 Years
—
—
Since Inception
6.92%
10.06%
Fund Age
1 yr 10 mo
3 yrs 2 mo
AUM
₹64.41 Cr
₹6 Cr
Alpha – 1 Year
5.75%
0.68%
Alpha – 3 Years
—
−3.24%
Information Ratio – 3 Years
—
-0.36
Volatility – 1 Year
17.22%
19.91%
Volatility – 3 Years
—
17.03%
Beta – 1 Year
0.92
1.12
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.36
0.09
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
8.77%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−11.60%
−18.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.14%
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
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—