Portfolio Management Services (PMS)Compare Schemes
Equentis Concentrated Portfolio vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Equentis Concentrated Portfolio
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.11%
9.44%
6 Months
6.51%
2.42%
1 Year
4.40%
1.29%
3 Years
—
—
5 Years
—
—
Since Inception
5.71%
23.68%
Fund Age
18 mo
4 mo
AUM
₹24.25 Cr
₹2.91 Cr
Alpha – 1 Year
4.75%
0.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.94%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.93
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.02
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.84%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 22% · S 19%
M 5% · S 92%
Number of Stocks
59
29
Portfolio P/E
41.96
67.46
Top 5 Holdings
Cash & Cash Equivalent · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
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 · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
2.25% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%