ArthAlpha Machine Learning Equity Quant

EQUITY LARGE & MID CAP

+5.38%

1Y annualised returns

-0.07%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

29 Oct '24

Total AUM

₹51.78Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity96.9%

Cash3.1%

Equity market cap split

Mid Cap63.2%

Large Cap29.5%

Small Cap4.1%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

Exit Load: 1 Year: Nil, 2 Year: Nil, 3 Year: Nil

PMS management

RB
ROHIT BERI
Investment Manager and Co-founder
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About

Rohit is a CA, a Stanford GSB graduate, and a Data Scientist with a stellar track record as an investment manager. He co-founded Roaring Numbers, a U.S. hedge fund, and Riemann Capital, a Singapore-based wealth advisory firm. His leadership and expertise have contributed to the success of True Beacon, ICICI Bank, Citibank, Crédit Agricole, and ANZ

Experience

Holds a stellar track record with leadership roles at multiple global financial institutions.

Investment philosophy

Leverages a background as a CA, Stanford GSB graduate, and Data Scientist for investment management.

Previously worked at