Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
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
2.23%
9.44%
6 Months
7.97%
2.42%
1 Year
6.21%
1.29%
3 Years
12.78%
—
5 Years
14.19%
—
Since Inception
16.41%
23.68%
Fund Age
7 yrs 3 mo
4 mo
AUM
₹115.97 Cr
₹2.91 Cr
Alpha – 1 Year
1.49%
0.33%
Alpha – 3 Years
0.69%
—
Information Ratio – 3 Years
0.20
—
Volatility – 1 Year
15.75%
—
Volatility – 3 Years
15.69%
—
Beta – 1 Year
0.82
—
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.12
—
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
11.84%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−23.37%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.02%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 5% · S 92%
Number of Stocks
35
29
Portfolio P/E
—
67.46
Top 5 Holdings
—
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
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%