Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Polaris Human Plus Machine Converged Equity Strategy
Equirus Securities - Long Horizon Fund
Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
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
5.54%
9.44%
6 Months
29.52%
2.42%
1 Year
27.35%
1.29%
3 Years
14.30%
—
5 Years
12.28%
—
Since Inception
21.22%
23.68%
Fund Age
9 yrs 10 mo
4 mo
AUM
₹374.43 Cr
₹2.91 Cr
Alpha – 1 Year
22.63%
0.33%
Alpha – 3 Years
2.21%
—
Information Ratio – 3 Years
0.15
—
Volatility – 1 Year
28.49%
—
Volatility – 3 Years
24.50%
—
Beta – 1 Year
1.39
—
Beta – 3 Years
1.24
—
Sharpe Ratio – 1 Year
0.80
—
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
-3.89%
—
Value at Worst Rolling Year
₹0.96 Cr
—
Deepest Drawdown
−30.92%
—
Recovery Period
484 days
—
1-Year Rolling Windows Positive
98.76%
—
Median Rolling Year
18.04%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
M 5% · S 92%
Number of Stocks
29
29
Portfolio P/E
36.10
67.46
Top 5 Holdings
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
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
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%