Portfolio Management Services (PMS)Compare Schemes
Polaris Human Plus Machine Converged Equity Strategy vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
Polaris Human Plus Machine Converged Equity Strategy
Purnartha One 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%
−1.07%
6 Months
2.42%
4.90%
1 Year
1.29%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
23.68%
8.35%
Fund Age
4 mo
2 yrs 11 mo
AUM
₹2.91 Cr
₹5.79 Cr
Alpha – 1 Year
0.33%
1.34%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
14.87%
Volatility – 3 Years
—
11.97%
Beta – 1 Year
—
1.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.25
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−10.35%
Recovery Period
—
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 5% · S 92%
L 23% · M 8% · S 15%
Number of Stocks
29
—
Portfolio P/E
67.46
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge 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%