Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.80%
2.31%
6 Months
2.80%
2.53%
1 Year
4.89%
6.47%
3 Years
12.23%
7.48%
5 Years
10.64%
—
Since Inception
8.93%
8.12%
Fund Age
12 yrs
3 yrs 3 mo
AUM
₹134.76 Cr
₹32.76 Cr
Alpha – 1 Year
−1.08%
−0.39%
Alpha – 3 Years
1.34%
−3.56%
Information Ratio – 3 Years
0.07
-0.35
Volatility – 1 Year
10.79%
5.60%
Volatility – 3 Years
9.62%
5.15%
Beta – 1 Year
1.04
0.43
Beta – 3 Years
1.10
0.49
Sharpe Ratio – 1 Year
-0.01
0.22
Sharpe Ratio – 3 Years
0.69
0.41
Worst Rolling Year
0.05%
6.82%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−11.50%
−8.35%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
7.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 11% · S 8%
—
Number of Stocks
33
—
Portfolio P/E
25.96
—
Top 5 Holdings
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
—
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
—
Fixed Fee
1.75% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%