Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
9.44%
6 Months
15.19%
2.42%
1 Year
3.21%
1.29%
3 Years
19.65%
—
5 Years
—
—
Since Inception
25.09%
23.68%
Fund Age
3 yrs 5 mo
4 mo
AUM
₹4,148.34 Cr
₹2.91 Cr
Alpha – 1 Year
0.23%
0.33%
Alpha – 3 Years
7.77%
—
Information Ratio – 3 Years
0.62
—
Volatility – 1 Year
21.54%
—
Volatility – 3 Years
22.15%
—
Beta – 1 Year
1.06
—
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
-0.01
—
Sharpe Ratio – 3 Years
0.68
—
Worst Rolling Year
19.49%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−27.91%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.76%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 26% · M 35% · S 37%
M 5% · S 92%
Number of Stocks
26
29
Portfolio P/E
55.82
67.46
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%