Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Nuvama Equities eXpansion Target
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
2.94%
6 Months
5.63%
19.15%
1 Year
10.47%
14.85%
3 Years
—
14.64%
5 Years
—
—
Since Inception
6.92%
15.52%
Fund Age
1 yr 10 mo
3 yrs 3 mo
AUM
₹64.41 Cr
₹213.16 Cr
Alpha – 1 Year
5.75%
10.13%
Alpha – 3 Years
—
2.55%
Information Ratio – 3 Years
—
0.17
Volatility – 1 Year
17.22%
28.62%
Volatility – 3 Years
—
24.62%
Beta – 1 Year
0.92
1.48
Beta – 3 Years
—
1.33
Sharpe Ratio – 1 Year
0.36
0.43
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
12.87%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−11.60%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.08%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
—
Number of Stocks
35
33
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)
—
2% / 1% / 0%