Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.22%
9.44%
6 Months
21.55%
2.42%
1 Year
12.76%
1.29%
3 Years
17.77%
—
5 Years
17.56%
—
Since Inception
17.72%
23.68%
Fund Age
6 yrs 8 mo
4 mo
AUM
₹42.03 Cr
₹2.91 Cr
Alpha – 1 Year
8.04%
0.33%
Alpha – 3 Years
5.68%
—
Information Ratio – 3 Years
0.47
—
Volatility – 1 Year
28.82%
—
Volatility – 3 Years
20.90%
—
Beta – 1 Year
1.51
—
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.37
—
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
11.09%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−23.45%
—
Recovery Period
91 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.94%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 5% · S 92%
Number of Stocks
—
29
Portfolio P/E
—
67.46
Top 5 Holdings
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
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)
2% / 0% / 0%
0% / 0% / 0%