Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.97%
9.44%
6 Months
29.53%
2.42%
1 Year
21.75%
1.29%
3 Years
—
—
5 Years
—
—
Since Inception
18.46%
23.68%
Fund Age
2 yrs 8 mo
4 mo
AUM
₹8.13 Cr
₹2.91 Cr
Alpha – 1 Year
17.03%
0.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.90%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.99
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.80%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 12% · S 87%
M 5% · S 92%
Number of Stocks
—
29
Portfolio P/E
—
67.46
Top 5 Holdings
Welspun Corp Ltd · 7.37%
Syrma SGS Technology Ltd · 6.40%
Usha Martin Ltd · 5.72%
Granules India Ltd · 5.60%
Narayana Hrudayalaya Ltd · 5.58%
Shilpa Medicare Ltd · 11.42%
Cash & Cash Equivalent · 7.83%
Himadri Speciality Chemical Ltd · 7.42%
Sheela Foam Ltd · 6.84%
Rubicon Research Ltd · 6.78%
Top Sectors
—
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%