Portfolio Management Services (PMS)Compare Schemes
Money Life - Mas Prime vs Sincere - Metamorphosis Fund
Add SchemeGrowth of ₹1 Crore
Money Life - Mas Prime
Sincere - Metamorphosis Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.82%
7.54%
6 Months
25.39%
15.73%
1 Year
17.69%
16.44%
3 Years
21.57%
11.28%
5 Years
14.87%
—
Since Inception
17.17%
12.80%
Fund Age
6 yrs 10 mo
3 yrs 3 mo
AUM
₹119.43 Cr
₹337.26 Cr
Alpha – 1 Year
18.04%
11.72%
Alpha – 3 Years
12.57%
−0.81%
Information Ratio – 3 Years
0.68
-0.07
Volatility – 1 Year
26.38%
22.40%
Volatility – 3 Years
21.61%
20.08%
Beta – 1 Year
0.88
1.19
Beta – 3 Years
0.85
1.11
Sharpe Ratio – 1 Year
0.54
0.55
Sharpe Ratio – 3 Years
0.77
0.37
Worst Rolling Year
—
9.11%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−28.19%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.48%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%