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INVESQ MULTICAP OPPORTUNITIES PORTFOLIO vs Polaris Human Plus Machine Converged Equity Strategy
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.52%
9.44%
6 Months
17.08%
2.42%
1 Year
3.81%
1.29%
3 Years
—
—
5 Years
—
—
Since Inception
7.25%
23.68%
Fund Age
2 yrs 4 mo
4 mo
AUM
₹129.96 Cr
₹2.91 Cr
Alpha – 1 Year
−0.91%
0.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.22%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.11
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.03
—
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
—
M 5% · S 92%
Number of Stocks
33
29
Portfolio P/E
36.26
67.46
Top 5 Holdings
—
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%