Portfolio Management Services (PMS)Compare Schemes
Sincere - Fixed Income plus Fund vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
Sincere - Fixed Income plus Fund
THINQWISE INDIA LONG TERM FUND
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%
−0.86%
6 Months
2.53%
8.56%
1 Year
6.47%
5.56%
3 Years
7.48%
8.84%
5 Years
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—
Since Inception
8.12%
10.12%
Fund Age
3 yrs 3 mo
3 yrs 2 mo
AUM
₹32.76 Cr
₹45.94 Cr
Alpha – 1 Year
−0.39%
5.91%
Alpha – 3 Years
−3.56%
−0.16%
Information Ratio – 3 Years
-0.35
0.15
Volatility – 1 Year
5.60%
23.84%
Volatility – 3 Years
5.15%
20.02%
Beta – 1 Year
0.43
1.25
Beta – 3 Years
0.49
1.03
Sharpe Ratio – 1 Year
0.22
0.12
Sharpe Ratio – 3 Years
0.41
0.26
Worst Rolling Year
6.82%
7.39%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−8.35%
−26.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.67%
9.37%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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14
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
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Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%