PMS · Equity · Multi Cap
Polaris Human Plus Machine Converged Equity Strategy
Fund size₹3 Cr
IRRSince inception23.68%
1Y return1.29%
Fund age4 mo
Fund Manager
Punam Kucheria
Punam Kucheria
Fund Manager, Clearmind Consultancy
Mr. Punam Kucheria is a highly experienced investment professional with more than 30 years of experience in the Indian financial markets. He began his market journey in 1993 and has since witnessed several bull and bear market cycles, gaining valuable insights into the factors that contribute to long-term wealth creation.Over the years, Mr. Kucheria has experienced both successes and setbacks, which helped shape his disciplined and practical approach to investing. Rather than relying on market predictions or opinions, he believes in following a structured investment process focused on consistency, risk management, and long-term results.A major milestone in his career came in 2004 when he was introduced to technical analysis and systematic investing. This transformed his investment philosophy and led him to adopt rule-based strategies that can be tested and validated using extensive historical market data. Since then, he has focused on developing systematic investment models designed to reduce emotional decision-making and improve investment discipline. Today, Mr. Kucheria leads Clearmind Consultancy Private Limited, a SEBI-registered Portfolio Management Service . He is responsible for investment strategy, portfolio construction, and risk management. Under his leadership, Clearmind follows a disciplined, system-driven investment approach aimed at delivering sustainable long-term returns while maintaining transparency, regulatory compliance, and a strong commitment to investor interests.
Managing AUM₹3 Cr
Growth of₹Cr
Polaris Human Plus Machine Converged Equity
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Polaris Human Plus Machine Converged Equity23.68%1.29%———23.68%
NIFTY 50 TRI0.17%0.96%———2.09%
Excess over benchmark23.51%0.33%———21.59%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Portfolio Details : Where the money actually sits
Stocks
29
P/E ratio
67.46
P/B ratio
5.89
Dividend yield
0.13%
Avg market cap
₹24,174 Cr
Median market cap
₹15,677 Cr
Asset class
Equity
Market cap
Large cap
Mid cap5.24%
Small cap92.23%
Cash & others
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee0.50% / yr
Performance FeeNone
Hurdle RateNot applicable
HybridPlan B · Performance Linked
Fixed Management FeeNone
Performance Fee20% of profit
Hurdle RateNot applicable
PerformancePlan C · Performance Linked
Fixed Management FeeNone
Performance Fee20% of profit
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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