Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 9.9%
0%
10%
Volatility • 3 yrs deviation
1 Month
0.53%
9.44%
6 Months
5.22%
2.42%
1 Year
8.94%
1.29%
3 Years
10.33%
—
5 Years
10.77%
—
Since Inception
10.49%
23.68%
Fund Age
9 yrs 9 mo
4 mo
AUM
₹67.62 Cr
₹2.91 Cr
Alpha – 1 Year
−0.44%
0.33%
Alpha – 3 Years
0.76%
—
Information Ratio – 3 Years
0.44
—
Volatility – 1 Year
2.31%
—
Volatility – 3 Years
1.38%
—
Beta – 1 Year
0.41
—
Beta – 3 Years
0.46
—
Sharpe Ratio – 1 Year
1.46
—
Sharpe Ratio – 3 Years
3.36
—
Worst Rolling Year
9.87%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
10.78%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 5% · S 92%
Number of Stocks
17
29
Portfolio P/E
—
67.46
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
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 · 99.75%
Government · 0.23%
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%