Portfolio Management Services (PMS)Compare Schemes
Polaris Human Plus Machine Converged Equity Strategy vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Polaris Human Plus Machine Converged Equity Strategy
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Polaris Human Plus Machine Converged Equity Strategy
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
9.44%
12.27%
6 Months
2.42%
−1.13%
1 Year
1.29%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
23.68%
13.07%
Fund Age
4 mo
15 yrs 3 mo
AUM
₹2.91 Cr
—
Alpha – 1 Year
0.33%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
—
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
—
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
—
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−16.19%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 5% · S 92%
L 73% · M 20% · S 7%
Number of Stocks
29
23
Portfolio P/E
67.46
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%