Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
HSBC India Next Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
0.12%
6 Months
5.63%
7.25%
1 Year
10.47%
6.76%
3 Years
—
11.27%
5 Years
—
11.24%
Since Inception
6.92%
13.42%
Fund Age
1 yr 10 mo
5 yrs 6 mo
AUM
₹64.41 Cr
₹440.57 Cr
Alpha – 1 Year
5.75%
2.04%
Alpha – 3 Years
—
−0.82%
Information Ratio – 3 Years
—
-0.13
Volatility – 1 Year
17.22%
18.95%
Volatility – 3 Years
—
15.52%
Beta – 1 Year
0.92
1.06
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
0.36
0.16
Sharpe Ratio – 3 Years
—
0.43
Worst Rolling Year
—
10.24%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−11.60%
−18.28%
Recovery Period
Not yet recovered
489 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 43% · M 35% · S 19%
Number of Stocks
35
28
Portfolio P/E
35.94
42.47
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%
SPR Auto Technologies Ltd · 6.28%
State Bank of India · 6.00%
Titan Company Ltd · 5.31%
Phoenix Mills Ltd · 4.92%
Indian Hotels Co Ltd · 4.62%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%