Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
NAFA - Emerging Bluechip
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
0.39%
6 Months
5.63%
5.71%
1 Year
10.47%
−0.97%
3 Years
—
8.86%
5 Years
—
14.20%
Since Inception
6.92%
14.76%
Fund Age
1 yr 10 mo
10 yrs 5 mo
AUM
₹64.41 Cr
₹447.76 Cr
Alpha – 1 Year
5.75%
−2.83%
Alpha – 3 Years
—
−3.22%
Information Ratio – 3 Years
—
0.04
Volatility – 1 Year
17.22%
24.79%
Volatility – 3 Years
—
21.25%
Beta – 1 Year
0.92
1.35
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.36
-0.14
Sharpe Ratio – 3 Years
—
0.31
Worst Rolling Year
—
-13.00%
Value at Worst Rolling Year
—
₹0.87 Cr
Deepest Drawdown
−11.60%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
84.68%
Median Rolling Year
—
19.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 2% · M 12% · S 84%
Number of Stocks
35
32
Portfolio P/E
35.94
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%