Portfolio Management Services (PMS)Compare Schemes
Polaris Human Plus Machine Converged Equity Strategy vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Polaris Human Plus Machine Converged Equity Strategy
Purnartha Vision Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
9.44%
5.60%
6 Months
2.42%
9.69%
1 Year
1.29%
14.36%
3 Years
—
13.50%
5 Years
—
8.53%
Since Inception
23.68%
11.34%
Fund Age
4 mo
5 yrs 5 mo
AUM
₹2.91 Cr
₹190.75 Cr
Alpha – 1 Year
0.33%
9.64%
Alpha – 3 Years
—
1.41%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
—
24.59%
Volatility – 3 Years
—
18.73%
Beta – 1 Year
—
1.16
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
—
0.44
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
8.91%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−18.32%
Recovery Period
—
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 5% · S 92%
L 16% · M 12% · S 39%
Number of Stocks
29
—
Portfolio P/E
67.46
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables 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%