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NARNOLIA LARGE CAP STRATEGY vs Polaris Human Plus Machine Converged Equity Strategy
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NARNOLIA LARGE CAP STRATEGY
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.51%
9.44%
6 Months
−2.49%
2.42%
1 Year
1.85%
1.29%
3 Years
12.22%
—
5 Years
8.68%
—
Since Inception
15.27%
23.68%
Fund Age
14 yrs 5 mo
4 mo
AUM
₹116.22 Cr
₹2.91 Cr
Alpha – 1 Year
2.20%
0.33%
Alpha – 3 Years
3.22%
—
Information Ratio – 3 Years
0.70
—
Volatility – 1 Year
18.13%
—
Volatility – 3 Years
15.25%
—
Beta – 1 Year
1.12
—
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
-0.09
—
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
-2.08%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−15.14%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
99.45%
—
Median Rolling Year
15.70%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 86% · M 7% · S 3%
M 5% · S 92%
Number of Stocks
21
29
Portfolio P/E
29.25
67.46
Top 5 Holdings
Mahindra & Mahindra Ltd · 9.39%
State Bank of India · 8.94%
ICICI Bank Ltd · 7.71%
HDFC Bank Ltd · 7.49%
Larsen & Toubro Ltd · 5.93%
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
Financial Services · 36.32%
Automobile and Auto Components · 12.08%
Consumer Services · 11.13%
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)
1% / 0% / 0%
0% / 0% / 0%