Portfolio Management Services (PMS)Compare Schemes
Polaris Human Plus Machine Converged Equity Strategy vs Prabhudas-Aqua Strategy
Add SchemeGrowth of ₹1 Crore
Polaris Human Plus Machine Converged Equity Strategy
Prabhudas-Aqua Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 1%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
9.44%
−0.63%
6 Months
2.42%
8.65%
1 Year
1.29%
10.66%
3 Years
—
—
5 Years
—
—
Since Inception
23.68%
22.10%
Fund Age
4 mo
2 yrs 7 mo
AUM
₹2.91 Cr
₹374.18 Cr
Alpha – 1 Year
0.33%
2.92%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
10.32%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.27
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−8.56%
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%
L 49% · M 41% · S 9%
Number of Stocks
29
37
Portfolio P/E
67.46
19.24
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%
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
Top Sectors
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%