Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Sowilo Multicap Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
3.12%
6 Months
5.63%
20.18%
1 Year
10.47%
17.30%
3 Years
—
18.32%
5 Years
—
—
Since Inception
6.92%
21.17%
Fund Age
1 yr 10 mo
3 yrs 2 mo
AUM
₹64.41 Cr
₹171.55 Cr
Alpha – 1 Year
5.75%
12.58%
Alpha – 3 Years
—
6.23%
Information Ratio – 3 Years
—
0.82
Volatility – 1 Year
17.22%
24.39%
Volatility – 3 Years
—
21.61%
Beta – 1 Year
0.92
1.30
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.36
0.55
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
18.30%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−11.60%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
L 4% · M 4% · S 88%
Number of Stocks
35
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%