Portfolio Management Services (PMS)Compare Schemes
Sincere - Fixed Income plus Fund vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Sincere - Fixed Income plus Fund
SVAN Velocity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
3.40%
6 Months
2.53%
21.77%
1 Year
6.47%
16.05%
3 Years
7.48%
23.24%
5 Years
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Since Inception
8.12%
24.82%
Fund Age
3 yrs 3 mo
3 yrs 1 mo
AUM
₹32.76 Cr
₹415.03 Cr
Alpha – 1 Year
−0.39%
11.33%
Alpha – 3 Years
−3.56%
11.15%
Information Ratio – 3 Years
-0.35
0.72
Volatility – 1 Year
5.60%
25.50%
Volatility – 3 Years
5.15%
24.35%
Beta – 1 Year
0.43
1.34
Beta – 3 Years
0.49
1.27
Sharpe Ratio – 1 Year
0.22
0.50
Sharpe Ratio – 3 Years
0.41
0.77
Worst Rolling Year
6.82%
23.24%
Value at Worst Rolling Year
₹1.07 Cr
₹1.23 Cr
Deepest Drawdown
−8.35%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.67%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
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M 2% · S 95%
Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
—
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
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Fixed Fee
1.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / – / –