Portfolio Management Services (PMS)Compare Schemes
Sincere - Fixed Income plus Fund vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Sincere - Fixed Income plus Fund
Sowilo Multicap Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
3.12%
6 Months
2.53%
20.18%
1 Year
6.47%
17.30%
3 Years
7.48%
18.32%
5 Years
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—
Since Inception
8.12%
21.17%
Fund Age
3 yrs 3 mo
3 yrs 2 mo
AUM
₹32.76 Cr
₹171.55 Cr
Alpha – 1 Year
−0.39%
12.58%
Alpha – 3 Years
−3.56%
6.23%
Information Ratio – 3 Years
-0.35
0.82
Volatility – 1 Year
5.60%
24.39%
Volatility – 3 Years
5.15%
21.61%
Beta – 1 Year
0.43
1.30
Beta – 3 Years
0.49
1.25
Sharpe Ratio – 1 Year
0.22
0.55
Sharpe Ratio – 3 Years
0.41
0.70
Worst Rolling Year
6.82%
18.30%
Value at Worst Rolling Year
₹1.07 Cr
₹1.18 Cr
Deepest Drawdown
−8.35%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.67%
19.41%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 4% · M 4% · S 88%
Number of Stocks
—
82
Portfolio P/E
—
—
Top 5 Holdings
—
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
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Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%