Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Emerging Leaders Strategy vs Polaris Human Plus Machine Converged Equity Strategy
ICICI Prudential PMS Emerging Leaders Strategy
Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Emerging Leaders Strategy
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.66%
9.44%
6 Months
4.68%
2.42%
1 Year
12.13%
1.29%
3 Years
—
—
5 Years
—
—
Since Inception
10.02%
23.68%
Fund Age
2 yrs 6 mo
4 mo
AUM
₹267.19 Cr
₹2.91 Cr
Alpha – 1 Year
7.41%
0.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.03%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.91
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.46
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.86%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 61% · S 32%
M 5% · S 92%
Number of Stocks
40
29
Portfolio P/E
28.06
67.46
Top 5 Holdings
FSN E-Commerce Ventures Ltd · 5.29%
Jindal Stainless Ltd · 4.78%
Jindal Steel Ltd · 3.99%
Sarda Energy & Minerals Ltd · 3.59%
National Aluminium Company Ltd · 3.54%
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
2.25% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%