Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Quest Investment Managers – Multi
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
6.28%
6 Months
5.63%
16.32%
1 Year
10.47%
11.67%
3 Years
—
19.26%
5 Years
—
13.96%
Since Inception
6.92%
16.00%
Fund Age
1 yr 10 mo
12 yrs
AUM
₹64.41 Cr
₹725.3 Cr
Alpha – 1 Year
5.75%
6.95%
Alpha – 3 Years
—
7.18%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
17.22%
21.97%
Volatility – 3 Years
—
19.77%
Beta – 1 Year
0.92
1.15
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.36
0.37
Sharpe Ratio – 3 Years
—
0.73
Worst Rolling Year
—
-10.23%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−11.60%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
—
93.09%
Median Rolling Year
—
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 29% · M 26% · S 42%
Number of Stocks
35
34
Portfolio P/E
35.94
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%