Portfolio Management Services (PMS)Compare Schemes
Nippon - Emerging India - EIP vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Nippon - Emerging India - EIP
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
2.63%
2.31%
6 Months
13.11%
2.53%
1 Year
15.44%
6.47%
3 Years
15.82%
7.48%
5 Years
15.29%
—
Since Inception
15.37%
8.12%
Fund Age
9 yrs 4 mo
3 yrs 3 mo
AUM
₹32.48 Cr
₹32.76 Cr
Alpha – 1 Year
10.72%
−0.39%
Alpha – 3 Years
3.73%
−3.56%
Information Ratio – 3 Years
0.69
-0.35
Volatility – 1 Year
17.99%
5.60%
Volatility – 3 Years
17.45%
5.15%
Beta – 1 Year
0.99
0.43
Beta – 3 Years
1.02
0.49
Sharpe Ratio – 1 Year
0.59
0.22
Sharpe Ratio – 3 Years
0.71
0.41
Worst Rolling Year
-6.27%
6.82%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−21.15%
−8.35%
Recovery Period
474 days
Not yet recovered
1-Year Rolling Windows Positive
92.43%
100.00%
Median Rolling Year
21.04%
7.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 22% · S 44%
—
Number of Stocks
30
—
Portfolio P/E
30.67
—
Top 5 Holdings
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
—
Top Sectors
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
—
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%