Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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
5.45%
9.44%
6 Months
16.85%
2.42%
1 Year
9.30%
1.29%
3 Years
14.05%
—
5 Years
14.30%
—
Since Inception
24.29%
23.68%
Fund Age
14 yrs 10 mo
4 mo
AUM
₹372.24 Cr
₹2.91 Cr
Alpha – 1 Year
4.58%
0.33%
Alpha – 3 Years
1.97%
—
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
21.18%
—
Volatility – 3 Years
20.18%
—
Beta – 1 Year
1.04
—
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.27
—
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
-10.46%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−23.77%
—
Recovery Period
99 days
—
1-Year Rolling Windows Positive
93.61%
—
Median Rolling Year
27.35%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 5% · S 92%
Number of Stocks
—
29
Portfolio P/E
—
67.46
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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
1.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
0% / 0% / 0%