Portfolio Management Services (PMS)Compare Schemes
Sincere - Fixed Income plus Fund vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Sincere - Fixed Income plus Fund
Tamohara - Q Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
−0.46%
6 Months
2.53%
6.77%
1 Year
6.47%
7.38%
3 Years
7.48%
9.03%
5 Years
—
—
Since Inception
8.12%
10.29%
Fund Age
3 yrs 3 mo
4 yrs 2 mo
AUM
₹32.76 Cr
₹9.69 Cr
Alpha – 1 Year
−0.39%
7.73%
Alpha – 3 Years
−3.56%
0.04%
Information Ratio – 3 Years
-0.35
0.09
Volatility – 1 Year
5.60%
17.08%
Volatility – 3 Years
5.15%
16.18%
Beta – 1 Year
0.43
0.95
Beta – 3 Years
0.49
1.08
Sharpe Ratio – 1 Year
0.22
0.20
Sharpe Ratio – 3 Years
0.41
0.33
Worst Rolling Year
6.82%
7.39%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−8.35%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.67%
9.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
Top 5 Holdings
—
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –