Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Unifi APJ 20*
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
3.07%
6 Months
5.63%
13.63%
1 Year
10.47%
10.76%
3 Years
—
13.00%
5 Years
—
13.13%
Since Inception
6.92%
20.07%
Fund Age
1 yr 10 mo
10 yrs 11 mo
AUM
₹64.41 Cr
₹942.94 Cr
Alpha – 1 Year
5.75%
6.04%
Alpha – 3 Years
—
0.91%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
17.22%
18.61%
Volatility – 3 Years
—
17.55%
Beta – 1 Year
0.92
1.02
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.36
0.35
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-10.32%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−11.60%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
—
95.82%
Median Rolling Year
—
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 60% · S 3%
L 15% · M 3% · S 82%
Number of Stocks
35
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Portfolio P/E
35.94
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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