Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
3.08%
6 Months
5.63%
14.24%
1 Year
10.47%
9.21%
3 Years
—
8.31%
5 Years
—
7.74%
Since Inception
6.92%
11.80%
Fund Age
1 yr 10 mo
10 yrs 3 mo
AUM
₹64.41 Cr
₹251.07 Cr
Alpha – 1 Year
5.75%
4.51%
Alpha – 3 Years
—
−2.91%
Information Ratio – 3 Years
—
-0.50
Volatility – 1 Year
17.22%
21.09%
Volatility – 3 Years
—
15.86%
Beta – 1 Year
0.92
1.13
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.36
0.27
Sharpe Ratio – 3 Years
—
0.26
Worst Rolling Year
—
-3.45%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
−11.60%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
—
97.82%
Median Rolling Year
—
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 30% · M 32% · S 34%
Number of Stocks
35
28
Portfolio P/E
35.94
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%