Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Nippon - Indian Economic Transformation - ETP
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.31%
3.08%
6 Months
5.63%
9.19%
1 Year
10.47%
9.02%
3 Years
—
14.71%
5 Years
—
10.31%
Since Inception
6.92%
14.95%
Fund Age
1 yr 10 mo
7 yrs 10 mo
AUM
₹64.41 Cr
₹42.73 Cr
Alpha – 1 Year
5.75%
4.30%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.63
Volatility – 1 Year
17.22%
17.52%
Volatility – 3 Years
—
14.89%
Beta – 1 Year
0.92
0.97
Beta – 3 Years
—
0.92
Sharpe Ratio – 1 Year
0.36
0.26
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
8.19%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−11.60%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.27%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 18% · M 16% · S 37%
Number of Stocks
35
30
Portfolio P/E
35.94
31.64
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 · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%