Portfolio Management Services (PMS)Compare Schemes
Polaris Human Plus Machine Converged Equity Strategy vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Polaris Human Plus Machine Converged Equity Strategy
Vallum India Discovery
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
9.44%
8.27%
6 Months
2.42%
25.28%
1 Year
1.29%
14.17%
3 Years
—
11.84%
5 Years
—
13.19%
Since Inception
23.68%
20.72%
Fund Age
4 mo
5 yrs 11 mo
AUM
₹2.91 Cr
₹1,246.45 Cr
Alpha – 1 Year
0.33%
9.45%
Alpha – 3 Years
—
−0.25%
Information Ratio – 3 Years
—
0.04
Volatility – 1 Year
—
23.38%
Volatility – 3 Years
—
20.74%
Beta – 1 Year
—
1.12
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
—
0.45
Sharpe Ratio – 3 Years
—
0.42
Worst Rolling Year
—
8.63%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−32.42%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.18%
5-Year Rolling Windows Positive
—
100.00%
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%
—
Top Sectors
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
—
Fixed Fee
0.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0.5% / 0%