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Polaris Human Plus Machine Converged Equity Strategy vs Wallfort-Kosh Value Fund

Polaris Human Plus Machine Converged Equity Strategy

Wallfort-Kosh Value Fund

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Growth of ₹1 Crore

Polaris Human Plus Machine Converged Equity Strategy

Wallfort-Kosh Value Fund

Return for the risk

1 yr return

-5%

10%

15%

NIFTY 50 Total Return Index · 1%

Wallfort-Kosh Value Fund

12% • vol 30.3%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

9.44%

1.45%

6 Months

2.42%

18.06%

1 Year

1.29%

11.98%

3 Years

—

5 Years

—

Since Inception

23.68%

−2.78%

Fund Age

4 mo

1 mo

AUM

₹2.91 Cr

₹4.8 Cr

Alpha – 1 Year

0.33%

7.26%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

30.31%

Volatility – 3 Years

—

Beta – 1 Year

—

1.59

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.34

Sharpe Ratio – 3 Years

—

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

—

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%

Cash & Cash Equivalent · 17.58%

Tata Power Company Ltd · 15.85%

IDFC First Bank Ltd · 11.08%

Aditya Birla Real Estate Ltd · 10.39%

Indian Metals & Ferro Alloys Ltd · 9.83%

Top Sectors

Healthcare · 31.15%

Capital Goods · 20.12%

Chemicals · 13.97%

—

Fixed Fee

0.50% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

10% of profit

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

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