Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
2.31%
−0.11%
6 Months
5.63%
2.89%
1 Year
10.47%
7.86%
3 Years
—
10.62%
5 Years
—
10.19%
Since Inception
6.92%
9.46%
Fund Age
1 yr 10 mo
5 yrs 7 mo
AUM
₹64.41 Cr
₹158.06 Cr
Alpha – 1 Year
5.75%
−1.70%
Alpha – 3 Years
—
0.86%
Information Ratio – 3 Years
—
0.37
Volatility – 1 Year
17.22%
1.80%
Volatility – 3 Years
—
3.43%
Beta – 1 Year
0.92
0.81
Beta – 3 Years
—
0.63
Sharpe Ratio – 1 Year
0.36
1.30
Sharpe Ratio – 3 Years
—
1.53
Worst Rolling Year
—
8.14%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−11.60%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
—
Number of Stocks
35
—
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% / 0% / 0%