Portfolio Management Services (PMS)Compare Schemes
HDFC - All Cap Portfolio - DPMS vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
HDFC - All Cap Portfolio - DPMS
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.12%
2.31%
6 Months
−0.35%
2.53%
1 Year
−1.07%
6.47%
3 Years
9.62%
7.48%
5 Years
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Since Inception
13.16%
8.12%
Fund Age
4 yrs 2 mo
3 yrs 3 mo
AUM
₹52.82 Cr
₹32.76 Cr
Alpha – 1 Year
−5.79%
−0.39%
Alpha – 3 Years
−2.47%
−3.56%
Information Ratio – 3 Years
-0.56
-0.35
Volatility – 1 Year
17.26%
5.60%
Volatility – 3 Years
15.97%
5.15%
Beta – 1 Year
0.98
0.43
Beta – 3 Years
0.98
0.49
Sharpe Ratio – 1 Year
-0.29
0.22
Sharpe Ratio – 3 Years
0.28
0.41
Worst Rolling Year
9.59%
6.82%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
−18.05%
−8.35%
Recovery Period
131 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.96%
7.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
—
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%