Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Master Trust India Growth Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
5.45%
6 Months
5.63%
16.85%
1 Year
10.47%
9.30%
3 Years
—
14.05%
5 Years
—
14.30%
Since Inception
6.92%
24.29%
Fund Age
1 yr 10 mo
14 yrs 10 mo
AUM
₹64.41 Cr
₹372.24 Cr
Alpha – 1 Year
5.75%
4.58%
Alpha – 3 Years
—
1.97%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
17.22%
21.18%
Volatility – 3 Years
—
20.18%
Beta – 1 Year
0.92
1.04
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.36
0.27
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-10.46%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−11.60%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
—
93.61%
Median Rolling Year
—
27.35%
5-Year Rolling Windows Positive
—
100.00%
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1.5% / 0.5%