Portfolio Management Services (PMS)Compare Schemes
Polaris Human Plus Machine Converged Equity Strategy vs Valentis Advisors - Rising Star
Add SchemeGrowth of ₹1 Crore
Polaris Human Plus Machine Converged Equity Strategy
Valentis Advisors - Rising Star
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
9.44%
1.72%
6 Months
2.42%
21.92%
1 Year
1.29%
13.71%
3 Years
—
12.32%
5 Years
—
14.28%
Since Inception
23.68%
17.32%
Fund Age
4 mo
10 yrs
AUM
₹2.91 Cr
₹1,140.87 Cr
Alpha – 1 Year
0.33%
10.73%
Alpha – 3 Years
—
0.43%
Information Ratio – 3 Years
—
0.05
Volatility – 1 Year
—
27.06%
Volatility – 3 Years
—
23.47%
Beta – 1 Year
—
1.37
Beta – 3 Years
—
1.21
Sharpe Ratio – 1 Year
—
0.39
Sharpe Ratio – 3 Years
—
0.38
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 5% · S 92%
—
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%
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
JTL Industries Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
RBL Bank Ltd · 0.00%
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%