Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs NBC - Seeking Alpha
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
NBC - Seeking Alpha
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
3.51%
6 Months
5.63%
12.65%
1 Year
10.47%
22.80%
3 Years
—
18.05%
5 Years
—
41.98%
Since Inception
6.92%
7.54%
Fund Age
1 yr 10 mo
9 yrs 2 mo
AUM
₹64.41 Cr
₹9.17 Cr
Alpha – 1 Year
5.75%
24.84%
Alpha – 3 Years
—
11.40%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.22%
21.50%
Volatility – 3 Years
—
17.94%
Beta – 1 Year
0.92
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
0.82
Sharpe Ratio – 3 Years
—
0.76
Worst Rolling Year
—
-34.33%
Value at Worst Rolling Year
—
₹0.66 Cr
Deepest Drawdown
−11.60%
−18.33%
Recovery Period
Not yet recovered
81 days
1-Year Rolling Windows Positive
—
68.37%
Median Rolling Year
—
26.92%
5-Year Rolling Windows Positive
—
74.51%
Market-Cap Mix
L 33% · M 60% · S 3%
L 13% · M 14% · S 73%
Number of Stocks
35
18
Portfolio P/E
35.94
18.68
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%
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Fixed Fee
—
—
Performance Fee / Plan
—
15% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%