Portfolio Management Services (PMS)Compare Schemes
Karma Capital Magnolia vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Karma Capital Magnolia
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.10%
9.44%
6 Months
8.00%
2.42%
1 Year
6.50%
1.29%
3 Years
11.40%
—
5 Years
—
—
Since Inception
13.00%
23.68%
Fund Age
3 yrs 6 mo
4 mo
AUM
₹9.42 Cr
₹2.91 Cr
Alpha – 1 Year
1.80%
0.33%
Alpha – 3 Years
−0.70%
—
Information Ratio – 3 Years
-0.20
—
Volatility – 1 Year
21.60%
—
Volatility – 3 Years
16.09%
—
Beta – 1 Year
1.19
—
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.17
—
Sharpe Ratio – 3 Years
0.37
—
Worst Rolling Year
8.82%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−17.53%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.10%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 51% · M 15% · S 33%
M 5% · S 92%
Number of Stocks
—
29
Portfolio P/E
—
67.46
Top 5 Holdings
ICICI Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
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
2.00% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.1% / – / 0%
0% / 0% / 0%