Portfolio Management Services (PMS)Compare Schemes
Polaris Human Plus Machine Converged Equity Strategy vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Polaris Human Plus Machine Converged Equity Strategy
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
9.44%
11.42%
6 Months
2.42%
35.03%
1 Year
1.29%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
23.68%
19.33%
Fund Age
4 mo
6 yrs 10 mo
AUM
₹2.91 Cr
₹2,975 Cr
Alpha – 1 Year
0.33%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
—
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
—
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
—
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 5% · S 92%
—
Number of Stocks
29
14
Portfolio P/E
67.46
25.70
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%
—
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%