Portfolio Management Services (PMS)Compare Schemes
Shree dynamic plan vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Shree dynamic plan
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.81%
2.31%
6 Months
1.04%
2.53%
1 Year
0.26%
6.47%
3 Years
5.24%
7.48%
5 Years
—
—
Since Inception
8.72%
8.12%
Fund Age
3 yrs 3 mo
3 yrs 3 mo
AUM
₹10.49 Cr
₹32.76 Cr
Alpha – 1 Year
−5.71%
−0.39%
Alpha – 3 Years
−5.66%
−3.56%
Information Ratio – 3 Years
-0.42
-0.35
Volatility – 1 Year
12.03%
5.60%
Volatility – 3 Years
9.92%
5.15%
Beta – 1 Year
1.11
0.43
Beta – 3 Years
1.06
0.49
Sharpe Ratio – 1 Year
-0.37
0.22
Sharpe Ratio – 3 Years
0.02
0.41
Worst Rolling Year
4.93%
6.82%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−12.18%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.41%
7.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%