Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
2.31%
6 Months
3.75%
2.53%
1 Year
−5.76%
6.47%
3 Years
3.98%
7.48%
5 Years
6.05%
—
Since Inception
9.94%
8.12%
Fund Age
7 yrs 9 mo
3 yrs 3 mo
AUM
₹45.09 Cr
₹32.76 Cr
Alpha – 1 Year
−8.74%
−0.39%
Alpha – 3 Years
−7.91%
−3.56%
Information Ratio – 3 Years
-1.11
-0.35
Volatility – 1 Year
21.69%
5.60%
Volatility – 3 Years
18.00%
5.15%
Beta – 1 Year
1.21
0.43
Beta – 3 Years
1.08
0.49
Sharpe Ratio – 1 Year
-0.42
0.22
Sharpe Ratio – 3 Years
0.01
0.41
Worst Rolling Year
3.08%
6.82%
Value at Worst Rolling Year
₹1.03 Cr
₹1.07 Cr
Deepest Drawdown
−29.01%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
7.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 35% · M 13% · S 51%
—
Number of Stocks
43
—
Portfolio P/E
—
—
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
—
Top Sectors
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%