Portfolio Management Services (PMS)Compare Schemes
Sincere - Fixed Income plus Fund vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Sincere - Fixed Income plus Fund
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.31%
7.48%
6 Months
2.53%
9.42%
1 Year
6.47%
28.25%
3 Years
7.48%
18.47%
5 Years
—
21.31%
Since Inception
8.12%
21.69%
Fund Age
3 yrs 3 mo
5 yrs
AUM
₹32.76 Cr
₹79.02 Cr
Alpha – 1 Year
−0.39%
23.53%
Alpha – 3 Years
−3.56%
6.38%
Information Ratio – 3 Years
-0.35
0.27
Volatility – 1 Year
5.60%
18.12%
Volatility – 3 Years
5.15%
27.25%
Beta – 1 Year
0.43
0.87
Beta – 3 Years
0.49
0.86
Sharpe Ratio – 1 Year
0.22
1.18
Sharpe Ratio – 3 Years
0.41
0.56
Worst Rolling Year
6.82%
15.67%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−8.35%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.67%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 10% · M 9% · S 69%
Number of Stocks
—
34
Portfolio P/E
—
57.02
Top 5 Holdings
—
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%