Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
11.42%
6 Months
5.63%
35.03%
1 Year
10.47%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
6.92%
19.33%
Fund Age
1 yr 10 mo
6 yrs 10 mo
AUM
₹64.41 Cr
₹2,975 Cr
Alpha – 1 Year
5.75%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
17.22%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
0.92
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.36
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−11.60%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
—
Number of Stocks
35
14
Portfolio P/E
35.94
25.70
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)
—
3% / 2% / 1%