Portfolio Management Services (PMS)Compare Schemes
Polaris Human Plus Machine Converged Equity Strategy vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Polaris Human Plus Machine Converged Equity Strategy
TCG Transformative Growth Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · 1%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
9.44%
2.52%
6 Months
2.42%
12.02%
1 Year
1.29%
4.98%
3 Years
—
—
5 Years
—
—
Since Inception
23.68%
2.03%
Fund Age
4 mo
1 yr 10 mo
AUM
₹2.91 Cr
₹167.29 Cr
Alpha – 1 Year
0.33%
0.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
26.96%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−22.46%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 5% · S 92%
M 5% · S 94%
Number of Stocks
29
20
Portfolio P/E
67.46
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 1.5% / 0%