PMS · Equity · Large & Mid Cap
ArthAlpha Machine Learning Equity Quant
Fund size₹64 Cr
IRRSince inception6.92%
1Y return10.47%
Fund age1 yr 10 mo
Fund Manager
Growth of₹Cr
ArthAlpha Machine Learning Equity Quant
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| ArthAlpha Machine Learning Equity Quant | 8.01% | 10.47% | — | — | — | 6.92% |
| Nifty 500 | −1.02% | 4.72% | — | — | — | 2.50% |
| Excess over benchmark | 9.03% | 5.75% | — | — | — | 4.42% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
17.22%
Benchmark approx 15.77%
A standard deviation reflecting historical swings.
Sensitivity
0.92
Beta vs benchmark 1.00 · 8% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.36
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −11.60%, and recovered on 17 Apr 2026.
Max drawdowns
−11.60%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −11.60% | – | 17 Apr 2026 | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −14.69% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−11.60%
Fell over–
Recovered17 Apr 2026
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−14.69%
Fell over210 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
35
P/E ratio
35.94
P/B ratio
5.73
Dividend yield
0.58%
Avg market cap
₹1.39 L Cr
Median market cap
₹1.07 L Cr
Asset class
Equity
Market cap
Large cap33.31%
Mid cap59.79%
Small cap3.44%
Cash & others3.46%
As on 31 Aug 2026
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