Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.09%
2.31%
6 Months
11.86%
2.53%
1 Year
5.85%
6.47%
3 Years
—
7.48%
5 Years
—
—
Since Inception
15.00%
8.12%
Fund Age
2 yrs 10 mo
3 yrs 3 mo
AUM
₹101.25 Cr
₹32.76 Cr
Alpha – 1 Year
1.13%
−0.39%
Alpha – 3 Years
—
−3.56%
Information Ratio – 3 Years
—
-0.35
Volatility – 1 Year
21.08%
5.60%
Volatility – 3 Years
—
5.15%
Beta – 1 Year
1.15
0.43
Beta – 3 Years
—
0.49
Sharpe Ratio – 1 Year
0.12
0.22
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
6.82%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−17.28%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 39% · M 19% · S 43%
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Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
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Top Sectors
—
—
Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%