Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Nippon - Emerging India - EIP
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
2.63%
6 Months
5.63%
13.11%
1 Year
10.47%
15.44%
3 Years
—
15.82%
5 Years
—
15.29%
Since Inception
6.92%
15.37%
Fund Age
1 yr 10 mo
9 yrs 4 mo
AUM
₹64.41 Cr
₹32.48 Cr
Alpha – 1 Year
5.75%
10.72%
Alpha – 3 Years
—
3.73%
Information Ratio – 3 Years
—
0.69
Volatility – 1 Year
17.22%
17.99%
Volatility – 3 Years
—
17.45%
Beta – 1 Year
0.92
0.99
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.36
0.59
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
-6.27%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−11.60%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
—
92.43%
Median Rolling Year
—
21.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 8% · M 22% · S 44%
Number of Stocks
35
30
Portfolio P/E
35.94
30.67
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%
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%