Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Demeter vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Demeter
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 9.9%
0%
10%
Volatility • 3 yrs deviation
1 Month
0.18%
9.44%
6 Months
2.87%
2.42%
1 Year
3.77%
1.29%
3 Years
6.69%
—
5 Years
6.74%
—
Since Inception
10.62%
23.68%
Fund Age
12 yrs 1 mo
4 mo
AUM
₹61.33 Cr
₹2.91 Cr
Alpha – 1 Year
−5.66%
0.33%
Alpha – 3 Years
−3.03%
—
Information Ratio – 3 Years
-1.20
—
Volatility – 1 Year
3.14%
—
Volatility – 3 Years
2.07%
—
Beta – 1 Year
-0.20
—
Beta – 3 Years
-0.08
—
Sharpe Ratio – 1 Year
-0.40
—
Sharpe Ratio – 3 Years
0.62
—
Worst Rolling Year
-3.43%
—
Value at Worst Rolling Year
₹0.97 Cr
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
99.16%
—
Median Rolling Year
11.58%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 5% · S 92%
Number of Stocks
9
29
Portfolio P/E
—
67.46
Top 5 Holdings
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
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
Others · 92.72%
Government · 7.02%
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
1.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%