Portfolio Management Services (PMS)Compare Schemes
Polaris Human Plus Machine Converged Equity Strategy vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Polaris Human Plus Machine Converged Equity Strategy
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
9.44%
3.42%
6 Months
2.42%
2.89%
1 Year
1.29%
2.59%
3 Years
—
10.39%
5 Years
—
8.86%
Since Inception
23.68%
11.13%
Fund Age
4 mo
5 yrs 6 mo
AUM
₹2.91 Cr
₹63.54 Cr
Alpha – 1 Year
0.33%
−0.39%
Alpha – 3 Years
—
−1.50%
Information Ratio – 3 Years
—
-0.34
Volatility – 1 Year
—
16.68%
Volatility – 3 Years
—
13.79%
Beta – 1 Year
—
0.95
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
—
-0.09
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
6.98%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−15.31%
Recovery Period
—
227 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 5% · S 92%
L 69% · M 25% · S 5%
Number of Stocks
29
40
Portfolio P/E
67.46
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%