Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
2.31%
6 Months
−5.38%
2.53%
1 Year
−6.70%
6.47%
3 Years
7.98%
7.48%
5 Years
—
—
Since Inception
7.98%
8.12%
Fund Age
2 yrs 11 mo
3 yrs 3 mo
AUM
₹7.31 Cr
₹32.76 Cr
Alpha – 1 Year
−6.35%
−0.39%
Alpha – 3 Years
−1.02%
−3.56%
Information Ratio – 3 Years
-0.08
-0.35
Volatility – 1 Year
17.44%
5.60%
Volatility – 3 Years
15.65%
5.15%
Beta – 1 Year
1.08
0.43
Beta – 3 Years
—
0.49
Sharpe Ratio – 1 Year
-0.61
0.22
Sharpe Ratio – 3 Years
0.22
0.41
Worst Rolling Year
—
6.82%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−21.15%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
—
Number of Stocks
66
—
Portfolio P/E
27.03
—
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
—
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
—
Fixed Fee
1.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%