Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Valtrust equity hybrid funds
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Valtrust equity hybrid funds
Return for the risk
3 yrs return
10%
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.31%
1.21%
6 Months
5.63%
−0.18%
1 Year
10.47%
13.93%
3 Years
—
17.19%
5 Years
—
—
Since Inception
6.92%
19.70%
Fund Age
1 yr 10 mo
3 yrs 5 mo
AUM
₹64.41 Cr
₹1.75 Cr
Alpha – 1 Year
5.75%
9.34%
Alpha – 3 Years
—
7.74%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.22%
11.62%
Volatility – 3 Years
—
9.82%
Beta – 1 Year
0.92
0.83
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
0.73
Sharpe Ratio – 3 Years
—
1.14
Worst Rolling Year
—
16.78%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−11.60%
−9.12%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.03%
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
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%