Portfolio Management Services (PMS)Compare Schemes
Polaris Human Plus Machine Converged Equity Strategy vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Polaris Human Plus Machine Converged Equity Strategy
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
9.44%
6.38%
6 Months
2.42%
30.29%
1 Year
1.29%
21.45%
3 Years
—
18.94%
5 Years
—
—
Since Inception
23.68%
23.25%
Fund Age
4 mo
3 yrs 1 mo
AUM
₹2.91 Cr
₹185.04 Cr
Alpha – 1 Year
0.33%
16.73%
Alpha – 3 Years
—
6.85%
Information Ratio – 3 Years
—
0.59
Volatility – 1 Year
—
29.11%
Volatility – 3 Years
—
25.42%
Beta – 1 Year
—
1.26
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
—
0.62
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
18.95%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−27.74%
Recovery Period
—
472 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.62%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 5% · S 92%
—
Number of Stocks
29
40
Portfolio P/E
67.46
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
—
Fixed Fee
0.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%