Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs ICICI Prudential PMS Growth Leaders Strategy
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
ICICI Prudential PMS Growth Leaders Strategy
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
2.13%
6 Months
5.63%
4.45%
1 Year
10.47%
9.07%
3 Years
—
17.41%
5 Years
—
13.90%
Since Inception
6.92%
12.23%
Fund Age
1 yr 10 mo
25 yrs 8 mo
AUM
₹64.41 Cr
₹1,659.64 Cr
Alpha – 1 Year
5.75%
4.35%
Alpha – 3 Years
—
5.32%
Information Ratio – 3 Years
—
1.35
Volatility – 1 Year
17.22%
16.92%
Volatility – 3 Years
—
15.61%
Beta – 1 Year
0.92
0.95
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.36
0.28
Sharpe Ratio – 3 Years
—
0.78
Worst Rolling Year
—
-11.28%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
−11.60%
−20.82%
Recovery Period
Not yet recovered
521 days
1-Year Rolling Windows Positive
—
89.60%
Median Rolling Year
—
15.37%
5-Year Rolling Windows Positive
—
93.68%
Market-Cap Mix
L 33% · M 60% · S 3%
L 58% · M 17% · S 24%
Number of Stocks
35
37
Portfolio P/E
35.94
28.58
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%
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%