Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Nuvama Equities eXpansion Target
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.94%
9.44%
6 Months
19.15%
2.42%
1 Year
14.85%
1.29%
3 Years
14.64%
—
5 Years
—
—
Since Inception
15.52%
23.68%
Fund Age
3 yrs 3 mo
4 mo
AUM
₹213.16 Cr
₹2.91 Cr
Alpha – 1 Year
10.13%
0.33%
Alpha – 3 Years
2.55%
—
Information Ratio – 3 Years
0.17
—
Volatility – 1 Year
28.62%
—
Volatility – 3 Years
24.62%
—
Beta – 1 Year
1.48
—
Beta – 3 Years
1.33
—
Sharpe Ratio – 1 Year
0.43
—
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
12.87%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−26.40%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.08%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 5% · S 92%
Number of Stocks
33
29
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%