Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
SBI AEON ALPHA PMS
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
0.41%
6 Months
5.63%
20.81%
1 Year
10.47%
15.63%
3 Years
—
13.76%
5 Years
—
—
Since Inception
6.92%
14.77%
Fund Age
1 yr 10 mo
4 yrs 6 mo
AUM
₹64.41 Cr
₹751.68 Cr
Alpha – 1 Year
5.75%
16.06%
Alpha – 3 Years
—
5.19%
Information Ratio – 3 Years
—
0.25
Volatility – 1 Year
17.22%
18.90%
Volatility – 3 Years
—
16.75%
Beta – 1 Year
0.92
0.89
Beta – 3 Years
—
0.79
Sharpe Ratio – 1 Year
0.36
0.57
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
13.60%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−11.60%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
L 16% · M 11% · S 70%
Number of Stocks
35
—
Portfolio P/E
35.94
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
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)
—
1% / 0% / 0%