Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
IFM Alphaedge Growth Fund
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.31%
1.32%
6 Months
5.63%
7.54%
1 Year
10.47%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
6.92%
2.83%
Fund Age
1 yr 10 mo
14 mo
AUM
₹64.41 Cr
₹18.5 Cr
Alpha – 1 Year
5.75%
3.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.22%
18.53%
Volatility – 3 Years
—
—
Beta – 1 Year
0.92
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
0.23
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.60%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
L 47% · M 18% · S 29%
Number of Stocks
35
15
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
—
0.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—