Portfolio Management Services (PMS)Compare Schemes
Ionic Yield Enhancer Strategy vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Ionic Yield Enhancer Strategy
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.5%
0%
10%
Volatility • 1 yr deviation
1 Month
0.87%
9.44%
6 Months
5.59%
2.42%
1 Year
10.75%
1.29%
3 Years
—
—
5 Years
—
—
Since Inception
11.81%
23.68%
Fund Age
17 mo
4 mo
AUM
₹145.04 Cr
₹2.91 Cr
Alpha – 1 Year
6.28%
0.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
0.88%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.14
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
5.51
—
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
20
29
Portfolio P/E
—
67.46
Top 5 Holdings
Keertana Finserv · 17.00%
Earlysalary · 15.00%
Indel Money · 12.00%
UGRO Capital · 7.00%
Manba Finance · 6.00%
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
1.00% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / – / –
0% / 0% / 0%