Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
2.31%
6 Months
2.18%
2.53%
1 Year
−4.96%
6.47%
3 Years
15.69%
7.48%
5 Years
15.58%
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Since Inception
10.95%
8.12%
Fund Age
8 yrs 8 mo
3 yrs 3 mo
AUM
₹649.19 Cr
₹32.76 Cr
Alpha – 1 Year
−4.53%
−0.39%
Alpha – 3 Years
7.12%
−3.56%
Information Ratio – 3 Years
0.60
-0.35
Volatility – 1 Year
15.34%
5.60%
Volatility – 3 Years
18.43%
5.15%
Beta – 1 Year
0.74
0.43
Beta – 3 Years
0.99
0.49
Sharpe Ratio – 1 Year
-0.61
0.22
Sharpe Ratio – 3 Years
0.59
0.41
Worst Rolling Year
-6.10%
6.82%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−22.16%
−8.35%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
7.67%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
—
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Top Sectors
—
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Fixed Fee
1.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%