Portfolio Management Services (PMS)Compare Schemes
Omni Rail and Mobility vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Omni Rail and Mobility
Polaris Human Plus Machine Converged Equity Strategy
1 Month
−3.04%
9.44%
6 Months
−1.01%
2.42%
1 Year
—
1.29%
3 Years
—
—
5 Years
—
—
Since Inception
−9.80%
23.68%
Fund Age
8 mo
4 mo
AUM
₹0.5 Cr
₹2.91 Cr
Alpha – 1 Year
—
0.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
—
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 17% · M 17% · S 66%
M 5% · S 92%
Number of Stocks
27
29
Portfolio P/E
18.50
67.46
Top 5 Holdings
Transport Corporation of India Ltd · 3.45%
Power Mech Projects Ltd · 3.45%
Ahluwalia Contracts (India) Ltd · 3.45%
Indian Railway Finance Corporation Ltd · 3.45%
Kalpataru Projects International Ltd · 3.45%
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
Construction · 34.48%
Services · 17.24%
Capital Goods · 13.80%
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)
3% / 2% / 1%
0% / 0% / 0%