Portfolio Management Services (PMS)Compare Schemes
Polaris Human Plus Machine Converged Equity Strategy vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Polaris Human Plus Machine Converged Equity Strategy
Wave-Bloom
Return for the risk
1 yr return
-5%
0%
5%
NIFTY 50 Total Return Index · 1%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
9.44%
−0.67%
6 Months
2.42%
−7.55%
1 Year
1.29%
0.34%
3 Years
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—
5 Years
—
—
Since Inception
23.68%
12.70%
Fund Age
4 mo
2 yrs 3 mo
AUM
₹2.91 Cr
₹7.52 Cr
Alpha – 1 Year
0.33%
−2.64%
Alpha – 3 Years
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—
Information Ratio – 3 Years
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—
Volatility – 1 Year
—
8.98%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.50
Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−10.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
M 5% · S 92%
L 71% · M 18% · S 10%
Number of Stocks
29
10
Portfolio P/E
67.46
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
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Fixed Fee
0.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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