Portfolio Management Services (PMS)Compare Schemes
Merisis Smartblend ETF vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Merisis Smartblend ETF
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
0.11%
9.44%
6 Months
2.14%
2.42%
1 Year
23.87%
1.29%
3 Years
—
—
5 Years
—
—
Since Inception
23.48%
23.68%
Fund Age
12 mo
4 mo
AUM
₹6.15 Cr
₹2.91 Cr
Alpha – 1 Year
24.22%
0.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
14.34%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.74
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.21
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.24%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 15% · M 12% · S 21%
M 5% · S 92%
Number of Stocks
9
29
Portfolio P/E
97.80
67.46
Top 5 Holdings
Nippon India ETF Nifty 50 BeES · 21.80%
Cash & Cash Equivalent · 15.75%
HDFC NIFTY Smallcap 250 ETF · 14.58%
IndiGrid Infrastructure Trust · 9.73%
Nippon India Nifty Pharma ETF · 8.23%
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 · 16.42%
Automobile and Auto Components · 13.80%
Financial Services · 11.16%
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
1.00% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
– / 0% / 0%
0% / 0% / 0%