Portfolio Management Services (PMS)Compare Schemes
Polaris Human Plus Machine Converged Equity Strategy vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Polaris Human Plus Machine Converged Equity Strategy
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
9.44%
3.40%
6 Months
2.42%
21.77%
1 Year
1.29%
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
23.68%
24.82%
Fund Age
4 mo
3 yrs 1 mo
AUM
₹2.91 Cr
₹415.03 Cr
Alpha – 1 Year
0.33%
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
—
25.50%
Volatility – 3 Years
—
24.35%
Beta – 1 Year
—
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
—
0.50
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
—
−25.33%
Recovery Period
—
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 5% · S 92%
M 2% · S 95%
Number of Stocks
29
—
Portfolio P/E
67.46
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
—
Fixed Fee
0.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –