Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.31%
2.31%
6 Months
5.63%
2.53%
1 Year
10.47%
6.47%
3 Years
—
7.48%
5 Years
—
—
Since Inception
6.92%
8.12%
Fund Age
1 yr 10 mo
3 yrs 3 mo
AUM
₹64.41 Cr
₹32.76 Cr
Alpha – 1 Year
5.75%
−0.39%
Alpha – 3 Years
—
−3.56%
Information Ratio – 3 Years
—
-0.35
Volatility – 1 Year
17.22%
5.60%
Volatility – 3 Years
—
5.15%
Beta – 1 Year
0.92
0.43
Beta – 3 Years
—
0.49
Sharpe Ratio – 1 Year
0.36
0.22
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
6.82%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−11.60%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
—
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%
—
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
—
Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%