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ICICI SECURITIES-ACE EQUITY PORTFOLIO vs Polaris Human Plus Machine Converged Equity Strategy
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ICICI SECURITIES-ACE EQUITY PORTFOLIO
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.41%
9.44%
6 Months
2.73%
2.42%
1 Year
4.98%
1.29%
3 Years
15.11%
—
5 Years
11.87%
—
Since Inception
14.33%
23.68%
Fund Age
5 yrs 8 mo
4 mo
AUM
₹246.8 Cr
₹2.91 Cr
Alpha – 1 Year
5.33%
0.33%
Alpha – 3 Years
6.11%
—
Information Ratio – 3 Years
0.59
—
Volatility – 1 Year
18.81%
—
Volatility – 3 Years
17.80%
—
Beta – 1 Year
1.11
—
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.07
—
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
13.28%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−21.07%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.43%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 51% · M 13% · S 32%
M 5% · S 92%
Number of Stocks
29
29
Portfolio P/E
34.13
67.46
Top 5 Holdings
CreditAccess Grameen Ltd · 5.29%
State Bank of India · 5.11%
ICICI Bank Ltd · 4.84%
Bharti Airtel Ltd · 4.32%
Krishna Institute of Medical Sciences Ltd · 4.23%
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 · 28.24%
Capital Goods · 13.90%
Consumer Services · 7.09%
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
1.75% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%