Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Phillip Income Builder Portfolio
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Phillip Income Builder Portfolio
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
Volatility • 3 yrs deviation
1 Month
2.31%
0.82%
6 Months
5.63%
5.10%
1 Year
10.47%
10.73%
3 Years
—
13.62%
5 Years
—
—
Since Inception
6.92%
13.76%
Fund Age
1 yr 10 mo
3 yrs
AUM
₹64.41 Cr
₹261.91 Cr
Alpha – 1 Year
5.75%
5.53%
Alpha – 3 Years
—
6.73%
Information Ratio – 3 Years
—
2.55
Volatility – 1 Year
17.22%
1.39%
Volatility – 3 Years
—
1.55%
Beta – 1 Year
0.92
0.39
Beta – 3 Years
—
0.13
Sharpe Ratio – 1 Year
0.36
3.51
Sharpe Ratio – 3 Years
—
4.91
Worst Rolling Year
—
13.63%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−11.60%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.72%
5-Year Rolling Windows Positive
—
—
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%
11% Kosamattam · 0.00%
Muthoot Fincorp Ltd. 10.45% DB REDEEM 24/12/2032 INR 10000 · 0.00%
Indostar Capital Finance Ltd 10.30% DB REDEEM 25/09/2027 INR 1000 · 0.00%
Navi Finserv Ltd. 10.75% DB REDEEM 19/08/2028 INR 10000 · 0.00%
MUTHOOTTU MINI FINANCIERS LTD 9.25 NCD 18SP27 FVRS10000 · 0.00%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
—
Fixed Fee
—
0.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%