Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Polaris Human Plus Machine Converged Equity Strategy
Envision Capital - India Opportunities
Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
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
3.39%
9.44%
6 Months
19.31%
2.42%
1 Year
11.21%
1.29%
3 Years
13.34%
—
5 Years
15.02%
—
Since Inception
17.08%
23.68%
Fund Age
5 yrs 4 mo
4 mo
AUM
₹135.65 Cr
₹2.91 Cr
Alpha – 1 Year
6.49%
0.33%
Alpha – 3 Years
1.25%
—
Information Ratio – 3 Years
0.12
—
Volatility – 1 Year
20.71%
—
Volatility – 3 Years
17.79%
—
Beta – 1 Year
1.05
—
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
0.35
—
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
12.49%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−25.10%
—
Recovery Period
493 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.71%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 18% · M 24% · S 55%
M 5% · S 92%
Number of Stocks
—
29
Portfolio P/E
—
67.46
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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
1.75% / yr
0.50% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%