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FIRST--Moderate strategy vs Sincere - Metamorphosis Fund

FIRST--Moderate strategy

Sincere - Metamorphosis Fund

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Growth of ₹1 Crore

FIRST--Moderate strategy

Sincere - Metamorphosis Fund

Return for the risk

3 yrs return

10%

15%

Sincere - Metamorphosis Fund

11.3% • vol 20.1%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.61%

7.54%

6 Months

4.10%

15.73%

1 Year

8.70%

16.44%

3 Years

—

11.28%

5 Years

—

Since Inception

9.63%

12.80%

Fund Age

2 yrs 4 mo

3 yrs 3 mo

AUM

₹98.62 Cr

₹337.26 Cr

Alpha – 1 Year

3.50%

11.72%

Alpha – 3 Years

—

−0.81%

Information Ratio – 3 Years

—

-0.07

Volatility – 1 Year

0.83%

22.40%

Volatility – 3 Years

—

20.08%

Beta – 1 Year

0.26

1.19

Beta – 3 Years

—

1.11

Sharpe Ratio – 1 Year

3.58

0.55

Sharpe Ratio – 3 Years

—

0.37

Worst Rolling Year

—

9.11%

Value at Worst Rolling Year

—

₹1.09 Cr

Deepest Drawdown

—

−28.19%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

10.48%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

1.00% / yr

2.25% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

3% / 2% / 1%

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