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Sincere - Fixed Income plus Fund vs Square 64 - Multicap

Sincere - Fixed Income plus Fund

Square 64 - Multicap

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Growth of ₹1 Crore

Sincere - Fixed Income plus Fund

Square 64 - Multicap

Return for the risk

3 yrs return

10%

15%

Nifty 500 · 11%

Sincere - Fixed Income plus Fund

7.5% • vol 5.2%

10%

20%

Volatility • 3 yrs deviation

1 Month

2.31%

5.13%

6 Months

2.53%

29.29%

1 Year

6.47%

14.37%

3 Years

7.48%

—

5 Years

—

Since Inception

8.12%

7.27%

Fund Age

3 yrs 3 mo

1 yr 10 mo

AUM

₹32.76 Cr

₹108.4 Cr

Alpha – 1 Year

−0.39%

9.65%

Alpha – 3 Years

−3.56%

—

Information Ratio – 3 Years

-0.35

—

Volatility – 1 Year

5.60%

30.58%

Volatility – 3 Years

5.15%

—

Beta – 1 Year

0.43

1.41

Beta – 3 Years

0.49

—

Sharpe Ratio – 1 Year

0.22

0.40

Sharpe Ratio – 3 Years

0.41

—

Worst Rolling Year

6.82%

—

Value at Worst Rolling Year

₹1.07 Cr

—

Deepest Drawdown

−8.35%

−25.30%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

7.67%

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

1.75% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

—

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