ZFunds
For Experts
About Us
Contact Us
Start a Conversation
PMS
·
Equity
·
Multi Cap
Polaris Human Plus Machine Converged Equity Strategy
Fund size
₹3 Cr
IRR
Since inception
23.68%
1Y return
1.29%
Fund age
4 mo
Talk to a Specialist
Download Factsheet
Fund Manager
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
Trailing returns
Calendar year
Scheme / Benchmark
YTD
1Y
2Y
3Y
5Y
Since inception
Polaris Human Plus Machine Converged Equity
23.68%
1.29%
—
—
—
23.68%
NIFTY 50 TRI
0.17%
0.96%
—
—
—
2.09%
Excess over benchmark
23.51%
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
Allocation
Style box
Sectors
Holdings
Market cap
Large cap
Mid cap
5.24%
Small cap
92.23%
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.
Fixed
Plan A · Simple
Fixed Management Fee
0.50% / yr
Performance Fee
None
Hurdle Rate
Not applicable
Hybrid
Plan B · Performance Linked
Fixed Management Fee
None
Performance Fee
20% of profit
Hurdle Rate
Not applicable
Performance
Plan C · Performance Linked
Fixed Management Fee
None
Performance Fee
20% of profit
Hurdle Rate
Not applicable
i
No exit load. Lock-in: Nil.
Let's start a
conversation
Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
Zoom Call
Get a Call
Proceed
We will only use these details to contact you about this enquiry. No spam.