Portfolio Management Services (PMS)Compare Schemes
Ionic Allocate Portfolio - Equity vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Ionic Allocate Portfolio - Equity
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · -0.4%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
0.81%
9.44%
6 Months
3.41%
2.42%
1 Year
8.90%
1.29%
3 Years
—
—
5 Years
—
—
Since Inception
10.39%
23.68%
Fund Age
16 mo
4 mo
AUM
₹54.76 Cr
₹2.91 Cr
Alpha – 1 Year
9.33%
0.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
14.74%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.82
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.28
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.47%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 5% · S 92%
Number of Stocks
28
29
Portfolio P/E
—
67.46
Top 5 Holdings
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 12.76%
AXIS Greater China Equity Fund Of Fund - Dir (G) · 12.48%
WhiteOak Capital Flexi Cap Fund - Direct (G) · 8.43%
Parag Parikh Flexi Cap Fund - Direct (G) · 8.31%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.99%
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
1.30% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%