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ArthAlpha Machine Learning Equity Quant vs Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio

ArthAlpha Machine Learning Equity Quant

Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio

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Growth of ₹1 Crore

ArthAlpha Machine Learning Equity Quant

Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio

Return for the risk

1 yr return

10%

15%

Nifty 500 · 4.7%

ArthAlpha Machine Learning Equity Quant

10.5% • vol 17.2%

Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio

10% • vol 15.8%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

2.31%

8.16%

6 Months

5.63%

1.17%

1 Year

10.47%

9.99%

3 Years

—

10.14%

5 Years

—

Since Inception

6.92%

9.72%

Fund Age

1 yr 10 mo

3 yrs 4 mo

AUM

₹64.41 Cr

₹6.87 Cr

Alpha – 1 Year

5.75%

10.34%

Alpha – 3 Years

—

1.15%

Information Ratio – 3 Years

—

Volatility – 1 Year

17.22%

15.77%

Volatility – 3 Years

—

Beta – 1 Year

0.92

0.65

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.36

0.60

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−11.60%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 33% · M 60% · S 3%

—

Number of Stocks

—

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

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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