Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Magadh - Future Stars
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
3.10%
6 Months
5.63%
4.24%
1 Year
10.47%
17.00%
3 Years
—
21.79%
5 Years
—
20.77%
Since Inception
6.92%
20.65%
Fund Age
1 yr 10 mo
5 yrs
AUM
₹64.41 Cr
₹88.27 Cr
Alpha – 1 Year
5.75%
12.28%
Alpha – 3 Years
—
9.70%
Information Ratio – 3 Years
—
1.38
Volatility – 1 Year
17.22%
20.96%
Volatility – 3 Years
—
18.52%
Beta – 1 Year
0.92
1.12
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.36
0.60
Sharpe Ratio – 3 Years
—
1.04
Worst Rolling Year
—
21.72%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−11.60%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 19% · M 45% · S 35%
Number of Stocks
35
25
Portfolio P/E
35.94
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0.5% / 0% / 0%