Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Tcg India Investment Opportunities Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.31%
4.64%
6 Months
5.63%
20.32%
1 Year
10.47%
29.93%
3 Years
—
—
5 Years
—
—
Since Inception
6.92%
15.24%
Fund Age
1 yr 10 mo
1 yr 9 mo
AUM
₹64.41 Cr
₹3.17 Cr
Alpha – 1 Year
5.75%
25.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.22%
24.54%
Volatility – 3 Years
—
—
Beta – 1 Year
0.92
1.19
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
0.97
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.60%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
L 28% · M 19% · S 50%
Number of Stocks
35
36
Portfolio P/E
35.94
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –