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Dezerv Alpha Focus Strategy vs Polaris Human Plus Machine Converged Equity Strategy

Dezerv Alpha Focus Strategy

Polaris Human Plus Machine Converged Equity Strategy

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Growth of ₹1 Crore

Dezerv Alpha Focus Strategy

Polaris Human Plus Machine Converged Equity Strategy

1 Month

3.60%

9.44%

6 Months

14.05%

2.42%

1 Year

15.60%

1.29%

3 Years

19.68%

—

5 Years

—

Since Inception

23.29%

23.68%

Fund Age

3 yrs 4 mo

4 mo

AUM

₹1,227.61 Cr

₹2.91 Cr

Alpha – 1 Year

10.88%

0.33%

Alpha – 3 Years

7.59%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

Sharpe Ratio – 3 Years

—

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

—

M 5% · S 92%

Number of Stocks

—

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

1.00% / yr

0.50% / yr

Performance Fee / Plan

10% of profit

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

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