Portfolio Management Services (PMS)Compare Schemes
Dhanvesttor Faith Fund vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Dhanvesttor Faith Fund
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.07%
9.44%
6 Months
6.32%
2.42%
1 Year
4.70%
1.29%
3 Years
—
—
5 Years
—
—
Since Inception
5.96%
23.68%
Fund Age
2 yrs 4 mo
4 mo
AUM
₹25.75 Cr
₹2.91 Cr
Alpha – 1 Year
−0.02%
0.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.06%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.40%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 37% · M 24% · S 36%
M 5% · S 92%
Number of Stocks
29
29
Portfolio P/E
27.36
67.46
Top 5 Holdings
Divis Laboratories Ltd · 6.36%
HDFC Bank Ltd · 5.20%
Reliance Industries Ltd · 5.17%
Coal India Ltd · 4.99%
Deepak Fertilisers & Petrochemicals Corp Ltd · 4.86%
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 · 21.94%
Information Technology · 15.65%
Chemicals · 15.26%
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%