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GSC Smart Treasury Strategy vs Sincere - Metamorphosis Fund

GSC Smart Treasury Strategy

Sincere - Metamorphosis Fund

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Growth of ₹1 Crore

GSC Smart Treasury 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

3.06%

7.54%

6 Months

—

15.73%

1 Year

—

16.44%

3 Years

—

11.28%

5 Years

—

Since Inception

10.84%

12.80%

Fund Age

5 mo

3 yrs 3 mo

AUM

₹2.89 Cr

₹337.26 Cr

Alpha – 1 Year

—

11.72%

Alpha – 3 Years

—

−0.81%

Information Ratio – 3 Years

—

-0.07

Volatility – 1 Year

—

22.40%

Volatility – 3 Years

—

20.08%

Beta – 1 Year

—

1.19

Beta – 3 Years

—

1.11

Sharpe Ratio – 1 Year

—

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

—

2.25% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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