Portfolio Management Services (PMS)Compare Schemes
Sincere - Fixed Income plus Fund vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Sincere - Fixed Income plus Fund
Wave-Bloom
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%
−0.67%
6 Months
2.53%
−7.55%
1 Year
6.47%
0.34%
3 Years
7.48%
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5 Years
—
—
Since Inception
8.12%
12.70%
Fund Age
3 yrs 3 mo
2 yrs 3 mo
AUM
₹32.76 Cr
₹7.52 Cr
Alpha – 1 Year
−0.39%
−2.64%
Alpha – 3 Years
−3.56%
—
Information Ratio – 3 Years
-0.35
—
Volatility – 1 Year
5.60%
8.98%
Volatility – 3 Years
5.15%
—
Beta – 1 Year
0.43
0.39
Beta – 3 Years
0.49
—
Sharpe Ratio – 1 Year
0.22
-0.50
Sharpe Ratio – 3 Years
0.41
—
Worst Rolling Year
6.82%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−8.35%
−10.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
7.67%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 71% · M 18% · S 10%
Number of Stocks
—
10
Portfolio P/E
—
15.00
Top 5 Holdings
—
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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