Portfolio Management Services (PMS)Compare Schemes
IDPL Wealthy Nivesh Multi-Asset PMS vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
IDPL Wealthy Nivesh Multi-Asset PMS
Polaris Human Plus Machine Converged Equity Strategy
1 Month
6.88%
9.44%
6 Months
—
2.42%
1 Year
—
1.29%
3 Years
—
—
5 Years
—
—
Since Inception
−0.16%
23.68%
Fund Age
5 mo
4 mo
AUM
₹7.04 Cr
₹2.91 Cr
Alpha – 1 Year
—
0.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
—
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 38% · M 29% · S 25%
M 5% · S 92%
Number of Stocks
7
29
Portfolio P/E
—
67.46
Top 5 Holdings
Nippon India Large Cap Fund - Direct (G) · 20.00%
Kotak Multi Asset Allocation Fund - Direct (G) · 15.00%
ICICI Pru Business Cycle Fund - Direct (G) · 15.00%
WhiteOak Capital Mid Cap Fund - Direct (G) · 12.50%
Mirae Asset Midcap Fund - Direct (G) · 12.50%
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 · 26.48%
Healthcare · 9.47%
Capital Goods · 8.73%
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
1.00% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%