Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
2.31%
6 Months
−7.08%
2.53%
1 Year
−4.02%
6.47%
3 Years
1.10%
7.48%
5 Years
2.02%
—
Since Inception
13.04%
8.12%
Fund Age
17 yrs 10 mo
3 yrs 3 mo
AUM
₹50.53 Cr
₹32.76 Cr
Alpha – 1 Year
−3.59%
−0.39%
Alpha – 3 Years
−7.46%
−3.56%
Information Ratio – 3 Years
-1.28
-0.35
Volatility – 1 Year
16.65%
5.60%
Volatility – 3 Years
15.47%
5.15%
Beta – 1 Year
1.04
0.43
Beta – 3 Years
1.04
0.49
Sharpe Ratio – 1 Year
-0.49
0.22
Sharpe Ratio – 3 Years
-0.20
0.41
Worst Rolling Year
-4.00%
6.82%
Value at Worst Rolling Year
₹0.96 Cr
₹1.07 Cr
Deepest Drawdown
−23.28%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
7.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
—
Number of Stocks
15
—
Portfolio P/E
27.97
—
Top 5 Holdings
—
—
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
—
Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%