Portfolio Management Services (PMS)Compare Schemes
Karma Capital Magnolia vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Karma Capital Magnolia
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
0.10%
2.31%
6 Months
8.00%
2.53%
1 Year
6.50%
6.47%
3 Years
11.40%
7.48%
5 Years
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Since Inception
13.00%
8.12%
Fund Age
3 yrs 6 mo
3 yrs 3 mo
AUM
₹9.42 Cr
₹32.76 Cr
Alpha – 1 Year
1.80%
−0.39%
Alpha – 3 Years
−0.70%
−3.56%
Information Ratio – 3 Years
-0.20
-0.35
Volatility – 1 Year
21.60%
5.60%
Volatility – 3 Years
16.09%
5.15%
Beta – 1 Year
1.19
0.43
Beta – 3 Years
0.99
0.49
Sharpe Ratio – 1 Year
0.17
0.22
Sharpe Ratio – 3 Years
0.37
0.41
Worst Rolling Year
8.82%
6.82%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−17.53%
−8.35%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.10%
7.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 51% · M 15% · S 33%
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
ICICI Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
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Top Sectors
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Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.1% / – / 0%
3% / 2% / 1%