Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
2.31%
6 Months
0.51%
2.53%
1 Year
12.01%
6.47%
3 Years
12.45%
7.48%
5 Years
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—
Since Inception
12.40%
8.12%
Fund Age
3 yrs
3 yrs 3 mo
AUM
₹22.7 Cr
₹32.76 Cr
Alpha – 1 Year
12.36%
−0.39%
Alpha – 3 Years
3.45%
−3.56%
Information Ratio – 3 Years
0.50
-0.35
Volatility – 1 Year
19.89%
5.60%
Volatility – 3 Years
17.57%
5.15%
Beta – 1 Year
1.18
0.43
Beta – 3 Years
1.20
0.49
Sharpe Ratio – 1 Year
0.40
0.22
Sharpe Ratio – 3 Years
0.46
0.41
Worst Rolling Year
12.43%
6.82%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−26.54%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
7.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
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Top Sectors
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Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%