Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.44%
9.44%
6 Months
14.84%
2.42%
1 Year
−4.03%
1.29%
3 Years
5.65%
—
5 Years
—
—
Since Inception
11.22%
23.68%
Fund Age
3 yrs 7 mo
4 mo
AUM
₹83.14 Cr
₹2.91 Cr
Alpha – 1 Year
−3.68%
0.33%
Alpha – 3 Years
−3.35%
—
Information Ratio – 3 Years
-0.26
—
Volatility – 1 Year
22.60%
—
Volatility – 3 Years
18.97%
—
Beta – 1 Year
1.04
—
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
-0.31
—
Sharpe Ratio – 3 Years
0.11
—
Worst Rolling Year
4.98%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−33.20%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
7.75%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 28% · S 60%
M 5% · S 92%
Number of Stocks
27
29
Portfolio P/E
28.70
67.46
Top 5 Holdings
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
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
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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%