Portfolio Management Services (PMS)Compare Schemes
Polaris Human Plus Machine Converged Equity Strategy vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Polaris Human Plus Machine Converged Equity Strategy
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
9.44%
1.80%
6 Months
2.42%
2.80%
1 Year
1.29%
4.89%
3 Years
—
12.23%
5 Years
—
10.64%
Since Inception
23.68%
8.93%
Fund Age
4 mo
12 yrs
AUM
₹2.91 Cr
₹134.76 Cr
Alpha – 1 Year
0.33%
−1.08%
Alpha – 3 Years
—
1.34%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
—
10.79%
Volatility – 3 Years
—
9.62%
Beta – 1 Year
—
1.04
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
—
-0.01
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
0.05%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−11.50%
Recovery Period
—
80 days
1-Year Rolling Windows Positive
—
99.79%
Median Rolling Year
—
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 5% · S 92%
L 50% · M 11% · S 8%
Number of Stocks
29
33
Portfolio P/E
67.46
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
0.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –