Portfolio Management Services (PMS)Compare Schemes
Sincere - Fixed Income plus Fund vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Sincere - Fixed Income plus Fund
Unifi Insider Shadow*
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.31%
4.21%
6 Months
2.53%
10.07%
1 Year
6.47%
9.44%
3 Years
7.48%
8.18%
5 Years
—
8.16%
Since Inception
8.12%
14.06%
Fund Age
3 yrs 3 mo
16 yrs 4 mo
AUM
₹32.76 Cr
₹85.99 Cr
Alpha – 1 Year
−0.39%
4.72%
Alpha – 3 Years
−3.56%
−3.91%
Information Ratio – 3 Years
-0.35
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Volatility – 1 Year
5.60%
17.03%
Volatility – 3 Years
5.15%
—
Beta – 1 Year
0.43
0.92
Beta – 3 Years
0.49
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Sharpe Ratio – 1 Year
0.22
0.30
Sharpe Ratio – 3 Years
0.41
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Worst Rolling Year
6.82%
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Value at Worst Rolling Year
₹1.07 Cr
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Deepest Drawdown
−8.35%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
7.67%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
—
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Top Sectors
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Fixed Fee
1.75% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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