Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.31%
10.15%
6 Months
5.63%
31.39%
1 Year
10.47%
26.01%
3 Years
—
19.28%
5 Years
—
23.67%
Since Inception
6.92%
28.23%
Fund Age
1 yr 10 mo
5 yrs 4 mo
AUM
₹64.41 Cr
₹483.07 Cr
Alpha – 1 Year
5.75%
21.29%
Alpha – 3 Years
—
7.19%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
17.22%
27.77%
Volatility – 3 Years
—
26.19%
Beta – 1 Year
0.92
1.29
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.36
0.78
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
19.29%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−11.60%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 12% · M 6% · S 81%
Number of Stocks
35
63
Portfolio P/E
35.94
62.66
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%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%