Portfolio Management Services (PMS)Compare Schemes
Sincere - Fixed Income plus Fund vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Sincere - Fixed Income plus Fund
True-Equity Factor Quant
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%
1.09%
6 Months
2.53%
3.47%
1 Year
6.47%
−3.80%
3 Years
7.48%
11.26%
5 Years
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Since Inception
8.12%
13.40%
Fund Age
3 yrs 3 mo
3 yrs 11 mo
AUM
₹32.76 Cr
₹143.29 Cr
Alpha – 1 Year
−0.39%
−6.78%
Alpha – 3 Years
−3.56%
−0.63%
Information Ratio – 3 Years
-0.35
-0.10
Volatility – 1 Year
5.60%
15.14%
Volatility – 3 Years
5.15%
16.91%
Beta – 1 Year
0.43
0.83
Beta – 3 Years
0.49
0.99
Sharpe Ratio – 1 Year
0.22
-0.54
Sharpe Ratio – 3 Years
0.41
0.40
Worst Rolling Year
6.82%
11.18%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−8.35%
−27.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.67%
17.01%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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50
Portfolio P/E
—
—
Top 5 Holdings
—
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
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%
1% / 0% / 0%