Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Flexi Cap vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Flexi Cap
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.04%
9.44%
6 Months
0.68%
2.42%
1 Year
4.83%
1.29%
3 Years
11.13%
—
5 Years
9.90%
—
Since Inception
12.28%
23.68%
Fund Age
15 yrs 2 mo
4 mo
AUM
₹29.37 Cr
₹2.91 Cr
Alpha – 1 Year
0.11%
0.33%
Alpha – 3 Years
−0.96%
—
Information Ratio – 3 Years
-0.05
—
Volatility – 1 Year
19.36%
—
Volatility – 3 Years
17.04%
—
Beta – 1 Year
1.09
—
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.06
—
Sharpe Ratio – 3 Years
0.43
—
Worst Rolling Year
-9.48%
—
Value at Worst Rolling Year
₹0.91 Cr
—
Deepest Drawdown
−20.50%
—
Recovery Period
315 days
—
1-Year Rolling Windows Positive
93.37%
—
Median Rolling Year
15.70%
—
5-Year Rolling Windows Positive
98.37%
—
Market-Cap Mix
L 58% · M 7% · S 23%
M 5% · S 92%
Number of Stocks
23
29
Portfolio P/E
35.03
67.46
Top 5 Holdings
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
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
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
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%