Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Maximal Income Fund
Return for the risk
3 yrs return
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.31%
1.24%
6 Months
5.63%
7.09%
1 Year
10.47%
17.57%
3 Years
—
20.39%
5 Years
—
—
Since Inception
6.92%
19.75%
Fund Age
1 yr 10 mo
4 yrs 2 mo
AUM
₹64.41 Cr
₹49.8 Cr
Alpha – 1 Year
5.75%
16.32%
Alpha – 3 Years
—
14.92%
Information Ratio – 3 Years
—
1.66
Volatility – 1 Year
17.22%
7.36%
Volatility – 3 Years
—
8.69%
Beta – 1 Year
0.92
1.50
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.36
1.55
Sharpe Ratio – 3 Years
—
1.63
Worst Rolling Year
—
18.51%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−11.60%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.68%
5-Year Rolling Windows Positive
—
—
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%
—
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%