Portfolio Management Services (PMS)Compare Schemes
Polaris Human Plus Machine Converged Equity Strategy vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
Polaris Human Plus Machine Converged Equity Strategy
Tradeswift - Sparkling Gems
1 Month
9.44%
−0.05%
6 Months
2.42%
23.02%
1 Year
1.29%
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3 Years
—
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5 Years
—
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Since Inception
23.68%
13.86%
Fund Age
4 mo
10 mo
AUM
₹2.91 Cr
₹13.6 Cr
Alpha – 1 Year
0.33%
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Alpha – 3 Years
—
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Information Ratio – 3 Years
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Volatility – 1 Year
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Volatility – 3 Years
—
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Beta – 1 Year
—
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Beta – 3 Years
—
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Sharpe Ratio – 1 Year
—
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Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
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Recovery Period
—
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
M 5% · S 92%
S 97%
Number of Stocks
29
29
Portfolio P/E
67.46
26.06
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%
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%