Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.98%
9.44%
6 Months
−0.13%
2.42%
1 Year
−2.80%
1.29%
3 Years
13.20%
—
5 Years
—
—
Since Inception
13.51%
23.68%
Fund Age
3 yrs 8 mo
4 mo
AUM
₹30.6 Cr
₹2.91 Cr
Alpha – 1 Year
−5.78%
0.33%
Alpha – 3 Years
1.30%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
16.62%
—
Volatility – 3 Years
16.99%
—
Beta – 1 Year
0.93
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.42
—
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
13.00%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−20.23%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.04%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 44% · M 26% · S 17%
M 5% · S 92%
Number of Stocks
24
29
Portfolio P/E
32.10
67.46
Top 5 Holdings
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
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 · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
1.00% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%