Compare Schemes

Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio vs Polaris Human Plus Machine Converged Equity Strategy

Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio

Polaris Human Plus Machine Converged Equity Strategy

Add Scheme

Growth of ₹1 Crore

Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio

Polaris Human Plus Machine Converged Equity Strategy

Return for the risk

1 yr return

-5%

10%

15%

NIFTY 50 Total Return Index · -0.3%

Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio

10% • vol 15.8%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

8.16%

9.44%

6 Months

1.17%

2.42%

1 Year

9.99%

1.29%

3 Years

10.14%

—

5 Years

—

Since Inception

9.72%

23.68%

Fund Age

3 yrs 4 mo

4 mo

AUM

₹6.87 Cr

₹2.91 Cr

Alpha – 1 Year

10.34%

0.33%

Alpha – 3 Years

1.15%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

15.77%

—

Volatility – 3 Years

—

Beta – 1 Year

0.65

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.60

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

M 5% · S 92%

Number of Stocks

—

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

2.50% / yr

0.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.