Compare Schemes

Citrus -Index plus Fund vs Sincere - Fixed Income plus Fund

Citrus -Index plus Fund

Sincere - Fixed Income plus Fund

Add Scheme

Growth of ₹1 Crore

Citrus -Index plus Fund

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

0.83%

2.31%

6 Months

1.03%

2.53%

1 Year

5.08%

6.47%

3 Years

—

7.48%

5 Years

—

Since Inception

2.08%

8.12%

Fund Age

2 yrs 3 mo

3 yrs 3 mo

AUM

₹2.33 Cr

₹32.76 Cr

Alpha – 1 Year

5.43%

−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 55% · M 24% · S 14%

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

Nippon India ETF Nifty 50 BeES · 35.21%

Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) · 16.07%

Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) · 10.40%

Nippon India ETF Nifty IT · 6.11%

ICICI Pru Nifty Healthcare ETF · 5.17%

—

Top Sectors

—

Fixed Fee

1.50% / yr

1.75% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.