Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
2.31%
6 Months
5.19%
2.53%
1 Year
−0.45%
6.47%
3 Years
11.72%
7.48%
5 Years
—
—
Since Inception
12.62%
8.12%
Fund Age
3 yrs 8 mo
3 yrs 3 mo
AUM
₹42.96 Cr
₹32.76 Cr
Alpha – 1 Year
−3.43%
−0.39%
Alpha – 3 Years
−0.17%
−3.56%
Information Ratio – 3 Years
-0.16
-0.35
Volatility – 1 Year
16.93%
5.60%
Volatility – 3 Years
15.20%
5.15%
Beta – 1 Year
0.92
0.43
Beta – 3 Years
0.91
0.49
Sharpe Ratio – 1 Year
-0.27
0.22
Sharpe Ratio – 3 Years
0.45
0.41
Worst Rolling Year
11.64%
6.82%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−20.38%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.01%
7.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 39% · M 39% · S 22%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%