Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Wallfort-Avenue Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
3.79%
6 Months
5.63%
18.76%
1 Year
10.47%
31.67%
3 Years
—
24.57%
5 Years
—
—
Since Inception
6.92%
26.31%
Fund Age
1 yr 10 mo
2 yrs 4 mo
AUM
₹64.41 Cr
₹160.31 Cr
Alpha – 1 Year
5.75%
26.95%
Alpha – 3 Years
—
12.48%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.22%
17.93%
Volatility – 3 Years
—
20.59%
Beta – 1 Year
0.92
0.80
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
1.34
Sharpe Ratio – 3 Years
—
1.78
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.60%
−12.22%
Recovery Period
Not yet recovered
69 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%