Portfolio Management Services (PMS)Compare Schemes
Polaris Human Plus Machine Converged Equity Strategy vs White Oak India Select Equity Portfolio
Polaris Human Plus Machine Converged Equity Strategy
White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Polaris Human Plus Machine Converged Equity Strategy
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
9.44%
4.84%
6 Months
2.42%
7.61%
1 Year
1.29%
−0.76%
3 Years
—
11.28%
5 Years
—
9.58%
Since Inception
23.68%
11.67%
Fund Age
4 mo
7 yrs 11 mo
AUM
₹2.91 Cr
₹12.5 Cr
Alpha – 1 Year
0.33%
−3.74%
Alpha – 3 Years
—
−0.61%
Information Ratio – 3 Years
—
-0.06
Volatility – 1 Year
—
20.02%
Volatility – 3 Years
—
16.21%
Beta – 1 Year
—
1.05
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
—
-0.22
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
8.66%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−24.66%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 5% · S 92%
L 36% · M 30% · S 35%
Number of Stocks
29
15
Portfolio P/E
67.46
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%