Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
0.18%
6 Months
5.63%
10.94%
1 Year
10.47%
1.03%
3 Years
—
11.45%
5 Years
—
15.19%
Since Inception
6.92%
27.03%
Fund Age
1 yr 10 mo
5 yrs 11 mo
AUM
₹64.41 Cr
₹298.71 Cr
Alpha – 1 Year
5.75%
−3.69%
Alpha – 3 Years
—
−0.64%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
17.22%
27.68%
Volatility – 3 Years
—
23.40%
Beta – 1 Year
0.92
1.45
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
0.36
-0.03
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.60%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
L 2% · M 2% · S 86%
Number of Stocks
35
36
Portfolio P/E
35.94
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%