Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Samvitti-PMS Long Term Growth
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
7.49%
6 Months
5.63%
27.88%
1 Year
10.47%
29.03%
3 Years
—
18.18%
5 Years
—
15.45%
Since Inception
6.92%
16.74%
Fund Age
1 yr 10 mo
10 yrs 9 mo
AUM
₹64.41 Cr
₹245.99 Cr
Alpha – 1 Year
5.75%
24.31%
Alpha – 3 Years
—
6.09%
Information Ratio – 3 Years
—
0.49
Volatility – 1 Year
17.22%
21.97%
Volatility – 3 Years
—
17.89%
Beta – 1 Year
0.92
1.05
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.36
1.03
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
1.53%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
−11.60%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 36% · M 27% · S 36%
Number of Stocks
35
44
Portfolio P/E
35.94
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%