Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
9.44%
6 Months
11.19%
2.42%
1 Year
4.47%
1.29%
3 Years
14.82%
—
5 Years
12.64%
—
Since Inception
13.38%
23.68%
Fund Age
19 yrs
4 mo
AUM
₹1,249 Cr
₹2.91 Cr
Alpha – 1 Year
4.82%
0.33%
Alpha – 3 Years
5.82%
—
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
21.24%
—
Volatility – 3 Years
17.51%
—
Beta – 1 Year
1.09
—
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.05
—
Sharpe Ratio – 3 Years
0.69
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 40% · S 15%
M 5% · S 92%
Number of Stocks
25
29
Portfolio P/E
—
67.46
Top 5 Holdings
—
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
2.00% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%