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NMR GROWTH STRATEGY vs Polaris Human Plus Machine Converged Equity Strategy

NMR GROWTH STRATEGY

Polaris Human Plus Machine Converged Equity Strategy

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Growth of ₹1 Crore

NMR GROWTH STRATEGY

Polaris Human Plus Machine Converged Equity Strategy

Return for the risk

1 yr return

10%

15%

20%

25%

Nifty 500 · 4.7%

NMR GROWTH STRATEGY

20.2% • vol 34.9%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

5.30%

9.44%

6 Months

39.16%

2.42%

1 Year

20.20%

1.29%

3 Years

—

5 Years

—

Since Inception

17.87%

23.68%

Fund Age

19 mo

4 mo

AUM

₹82.38 Cr

₹2.91 Cr

Alpha – 1 Year

15.48%

0.33%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

34.86%

—

Volatility – 3 Years

—

Beta – 1 Year

1.65

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.53

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−24.64%

—

Recovery Period

Not yet recovered

—

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

Sanghvi Movers Ltd · 11.58%

Steel Strips Wheels Ltd · 10.85%

Technocraft Industries (India) Ltd · 9.43%

Garware Hi Tech Films Ltd · 8.37%

Surya Roshni Ltd · 8.12%

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

Variable Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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