Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Invesco - Challengers
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
1.41%
6 Months
5.63%
13.18%
1 Year
10.47%
2.91%
3 Years
—
14.27%
5 Years
—
—
Since Inception
6.92%
11.83%
Fund Age
1 yr 10 mo
4 yrs 11 mo
AUM
₹64.41 Cr
₹31.01 Cr
Alpha – 1 Year
5.75%
−1.81%
Alpha – 3 Years
—
2.18%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
17.22%
18.67%
Volatility – 3 Years
—
17.11%
Beta – 1 Year
0.92
0.97
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.36
-0.04
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−11.60%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
L 37% · M 30% · S 33%
Number of Stocks
35
26
Portfolio P/E
35.94
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—