Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Karma - Wealth Builder
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
4.30%
6 Months
5.63%
9.50%
1 Year
10.47%
10.30%
3 Years
—
13.40%
5 Years
—
13.85%
Since Inception
6.92%
12.90%
Fund Age
1 yr 10 mo
19 yrs 8 mo
AUM
₹64.41 Cr
₹295.65 Cr
Alpha – 1 Year
5.75%
5.60%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
17.22%
20.18%
Volatility – 3 Years
—
17.30%
Beta – 1 Year
0.92
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.36
0.32
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-20.52%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−11.60%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
82.46%
Median Rolling Year
—
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 33% · M 60% · S 3%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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)
—
1% / – / –