Portfolio Management Services (PMS)Compare Schemes
HDFC India Ascent Portfolio - DPMS vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
HDFC India Ascent 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
−1.07%
2.31%
6 Months
1.78%
2.53%
1 Year
5.40%
6.47%
3 Years
8.85%
7.48%
5 Years
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Since Inception
10.06%
8.12%
Fund Age
3 yrs 2 mo
3 yrs 3 mo
AUM
₹6 Cr
₹32.76 Cr
Alpha – 1 Year
0.68%
−0.39%
Alpha – 3 Years
−3.24%
−3.56%
Information Ratio – 3 Years
-0.36
-0.35
Volatility – 1 Year
19.91%
5.60%
Volatility – 3 Years
17.03%
5.15%
Beta – 1 Year
1.12
0.43
Beta – 3 Years
1.05
0.49
Sharpe Ratio – 1 Year
0.09
0.22
Sharpe Ratio – 3 Years
0.27
0.41
Worst Rolling Year
8.77%
6.82%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−18.84%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.14%
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
—
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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)
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3% / 2% / 1%