Portfolio Management Services (PMS)Compare Schemes
Polaris Human Plus Machine Converged Equity Strategy vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Polaris Human Plus Machine Converged Equity Strategy
Purnartha Dynamic Midcap
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
9.44%
−0.54%
6 Months
2.42%
12.07%
1 Year
1.29%
11.66%
3 Years
—
13.52%
5 Years
—
—
Since Inception
23.68%
14.98%
Fund Age
4 mo
3 yrs 6 mo
AUM
₹2.91 Cr
₹447.27 Cr
Alpha – 1 Year
0.33%
6.94%
Alpha – 3 Years
—
1.43%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
—
21.15%
Volatility – 3 Years
—
18.85%
Beta – 1 Year
—
1.14
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
—
0.37
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
10.55%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−17.40%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 5% · S 92%
L 28% · M 19% · S 29%
Number of Stocks
29
—
Portfolio P/E
67.46
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
—
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%