Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs JM Financial - The Opportunistic
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
JM Financial - The Opportunistic
Return for the risk
3 yrs return
20%
25%
30%
0%
10%
Volatility • 3 yrs deviation
1 Month
2.31%
2.65%
6 Months
5.63%
21.60%
1 Year
10.47%
21.16%
3 Years
—
24.80%
5 Years
—
17.88%
Since Inception
6.92%
9.69%
Fund Age
1 yr 10 mo
9 yrs 2 mo
AUM
₹64.41 Cr
₹10.09 Cr
Alpha – 1 Year
5.75%
18.18%
Alpha – 3 Years
—
12.91%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.22%
1.87%
Volatility – 3 Years
—
1.87%
Beta – 1 Year
0.92
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
16.58
Sharpe Ratio – 3 Years
—
16.58
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.60%
—
Recovery Period
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 33% · M 13% · S 49%
Number of Stocks
35
22
Portfolio P/E
35.94
38.25
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%
—
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%