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Sincere - Fixed Income plus Fund vs Vansh Equity Master Approach

Sincere - Fixed Income plus Fund

Vansh Equity Master Approach

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Growth of ₹1 Crore

Sincere - Fixed Income plus Fund

Vansh Equity Master Approach

Return for the risk

3 yrs return

10%

15%

Nifty 500 · 11%

Sincere - Fixed Income plus Fund

7.5% • vol 5.2%

10%

20%

Volatility • 3 yrs deviation

1 Month

2.31%

0.54%

6 Months

2.53%

7.18%

1 Year

6.47%

—

3 Years

7.48%

—

5 Years

—

Since Inception

8.12%

7.18%

Fund Age

3 yrs 3 mo

6 mo

AUM

₹32.76 Cr

₹0.39 Cr

Alpha – 1 Year

−0.39%

—

Alpha – 3 Years

−3.56%

—

Information Ratio – 3 Years

-0.35

—

Volatility – 1 Year

5.60%

—

Volatility – 3 Years

5.15%

—

Beta – 1 Year

0.43

—

Beta – 3 Years

0.49

—

Sharpe Ratio – 1 Year

0.22

—

Sharpe Ratio – 3 Years

0.41

—

Worst Rolling Year

6.82%

—

Value at Worst Rolling Year

₹1.07 Cr

—

Deepest Drawdown

−8.35%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

7.67%

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

ICICI Pru Technology Fund - Direct (G) · 10.97%

ICICI Pru Banking & Financial Services - Dir (G) · 10.46%

ICICI Pru FMCG Fund - Direct (G) · 9.51%

Aditya Birla SL Small Cap Fund - Direct (G) · 6.70%

LIC MF Manufacturing Fund - Direct (G) · 6.70%

Top Sectors

—

Fixed Fee

1.75% / yr

0.75% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

0% / 0% / 0%

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