Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Maximal Pathfinder Value Fund
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Maximal Pathfinder Value Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
1.05%
6 Months
5.63%
10.77%
1 Year
10.47%
14.08%
3 Years
—
15.75%
5 Years
—
—
Since Inception
6.92%
25.14%
Fund Age
1 yr 10 mo
4 yrs 3 mo
AUM
₹64.41 Cr
₹198.82 Cr
Alpha – 1 Year
5.75%
9.36%
Alpha – 3 Years
—
3.66%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
17.22%
22.89%
Volatility – 3 Years
—
20.12%
Beta – 1 Year
0.92
1.24
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.36
0.45
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
15.75%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−11.60%
−20.35%
Recovery Period
Not yet recovered
240 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
26.48%
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
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%