Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
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
2.23%
2.31%
6 Months
7.97%
2.53%
1 Year
6.21%
6.47%
3 Years
12.78%
7.48%
5 Years
14.19%
—
Since Inception
16.41%
8.12%
Fund Age
7 yrs 3 mo
3 yrs 3 mo
AUM
₹115.97 Cr
₹32.76 Cr
Alpha – 1 Year
1.49%
−0.39%
Alpha – 3 Years
0.69%
−3.56%
Information Ratio – 3 Years
0.20
-0.35
Volatility – 1 Year
15.75%
5.60%
Volatility – 3 Years
15.69%
5.15%
Beta – 1 Year
0.82
0.43
Beta – 3 Years
0.88
0.49
Sharpe Ratio – 1 Year
0.12
0.22
Sharpe Ratio – 3 Years
0.51
0.41
Worst Rolling Year
11.84%
6.82%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−23.37%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
7.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
35
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
1.75% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%