Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.02%
2.31%
6 Months
20.43%
2.53%
1 Year
14.98%
6.47%
3 Years
—
7.48%
5 Years
—
—
Since Inception
20.69%
8.12%
Fund Age
2 yrs 8 mo
3 yrs 3 mo
AUM
₹320.35 Cr
₹32.76 Cr
Alpha – 1 Year
12.00%
−0.39%
Alpha – 3 Years
—
−3.56%
Information Ratio – 3 Years
—
-0.35
Volatility – 1 Year
24.24%
5.60%
Volatility – 3 Years
—
5.15%
Beta – 1 Year
1.26
0.43
Beta – 3 Years
—
0.49
Sharpe Ratio – 1 Year
0.46
0.22
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
6.82%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−12.04%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 36% · S 51%
—
Number of Stocks
29
—
Portfolio P/E
40.22
—
Top 5 Holdings
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
—
Top Sectors
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%