Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Mansi share-seven islands PMS
Return for the risk
3 yrs return
10%
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.31%
2.10%
6 Months
5.63%
29.13%
1 Year
10.47%
20.96%
3 Years
—
17.22%
5 Years
—
—
Since Inception
6.92%
23.59%
Fund Age
1 yr 10 mo
3 yrs 7 mo
AUM
₹64.41 Cr
₹147.56 Cr
Alpha – 1 Year
5.75%
16.24%
Alpha – 3 Years
—
5.13%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
17.22%
30.80%
Volatility – 3 Years
—
25.65%
Beta – 1 Year
0.92
1.54
Beta – 3 Years
—
1.41
Sharpe Ratio – 1 Year
0.36
0.58
Sharpe Ratio – 3 Years
—
0.54
Worst Rolling Year
—
15.38%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−11.60%
−28.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.14%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
L 63% · M 11% · S 17%
Number of Stocks
35
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%