Portfolio Management Services (PMS)Compare Schemes
Maximal Pathfinder Value Fund vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Maximal Pathfinder Value Fund
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
1.05%
9.44%
6 Months
10.77%
2.42%
1 Year
14.08%
1.29%
3 Years
15.75%
—
5 Years
—
—
Since Inception
25.14%
23.68%
Fund Age
4 yrs 3 mo
4 mo
AUM
₹198.82 Cr
₹2.91 Cr
Alpha – 1 Year
9.36%
0.33%
Alpha – 3 Years
3.66%
—
Information Ratio – 3 Years
0.34
—
Volatility – 1 Year
22.89%
—
Volatility – 3 Years
20.12%
—
Beta – 1 Year
1.24
—
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.45
—
Sharpe Ratio – 3 Years
0.57
—
Worst Rolling Year
15.75%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−20.35%
—
Recovery Period
240 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
26.48%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 5% · S 92%
Number of Stocks
—
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
2.00% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%