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Ayan-PriceBridge Crescendo vs Sincere - Fixed Income plus Fund

Ayan-PriceBridge Crescendo

Sincere - Fixed Income plus Fund

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Growth of ₹1 Crore

Ayan-PriceBridge Crescendo

Sincere - Fixed Income plus Fund

Return for the risk

3 yrs return

10%

15%

Sincere - Fixed Income plus Fund

7.5% • vol 5.2%

10%

20%

Volatility • 3 yrs deviation

1 Month

0.44%

2.31%

6 Months

4.18%

2.53%

1 Year

—

6.47%

3 Years

—

7.48%

5 Years

—

Since Inception

2.71%

8.12%

Fund Age

7 mo

3 yrs 3 mo

AUM

₹2.64 Cr

₹32.76 Cr

Alpha – 1 Year

—

−0.39%

Alpha – 3 Years

—

−3.56%

Information Ratio – 3 Years

—

-0.35

Volatility – 1 Year

—

5.60%

Volatility – 3 Years

—

5.15%

Beta – 1 Year

—

0.43

Beta – 3 Years

—

0.49

Sharpe Ratio – 1 Year

—

0.22

Sharpe Ratio – 3 Years

—

0.41

Worst Rolling Year

—

6.82%

Value at Worst Rolling Year

—

₹1.07 Cr

Deepest Drawdown

—

−8.35%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

7.67%

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 51% · M 44% · S 1%

—

Number of Stocks

—

Portfolio P/E

41.79

—

Top 5 Holdings

Laurus Labs Ltd · 5.78%

Federal Bank Ltd · 5.27%

Radico Khaitan Ltd · 5.25%

Adani Energy Solutions Ltd · 5.03%

Bharat Heavy Electricals Ltd · 5.02%

—

Top Sectors

Financial Services · 28.65%

Capital Goods · 22.89%

Metals & Mining · 14.53%

—

Fixed Fee

2.00% / yr

1.75% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

3% / 2% / 1%

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