Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
9.44%
6 Months
8.20%
2.42%
1 Year
10.87%
1.29%
3 Years
16.09%
—
5 Years
14.49%
—
Since Inception
9.93%
23.68%
Fund Age
8 yrs 9 mo
4 mo
AUM
₹64.23 Cr
₹2.91 Cr
Alpha – 1 Year
7.11%
0.33%
Alpha – 3 Years
5.20%
—
Information Ratio – 3 Years
0.63
—
Volatility – 1 Year
21.13%
—
Volatility – 3 Years
19.82%
—
Beta – 1 Year
1.16
—
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.35
—
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
-6.69%
—
Value at Worst Rolling Year
₹0.93 Cr
—
Deepest Drawdown
−22.93%
—
Recovery Period
496 days
—
1-Year Rolling Windows Positive
90.85%
—
Median Rolling Year
19.50%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 25% · S 42%
M 5% · S 92%
Number of Stocks
42
29
Portfolio P/E
23.92
67.46
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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)
1% / 1% / –
0% / 0% / 0%