Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs JM-Apex
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
JM-Apex
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
5.10%
6 Months
5.63%
17.39%
1 Year
10.47%
20.93%
3 Years
—
17.01%
5 Years
—
—
Since Inception
6.92%
19.54%
Fund Age
1 yr 10 mo
3 yrs 6 mo
AUM
₹64.41 Cr
₹615.02 Cr
Alpha – 1 Year
5.75%
16.21%
Alpha – 3 Years
—
4.92%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.22%
19.36%
Volatility – 3 Years
—
18.51%
Beta – 1 Year
0.92
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
0.81
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.60%
−14.79%
Recovery Period
Not yet recovered
45 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
—
Number of Stocks
35
—
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%
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%