Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
2.85%
6 Months
5.63%
22.81%
1 Year
10.47%
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
6.92%
24.49%
Fund Age
1 yr 10 mo
3 yrs 3 mo
AUM
₹64.41 Cr
₹446.96 Cr
Alpha – 1 Year
5.75%
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
17.22%
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
0.92
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.36
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−11.60%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
L 19% · S 80%
Number of Stocks
35
30
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%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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