Portfolio Management Services (PMS)Compare Schemes
Sincere - Fixed Income plus Fund vs Wave - Pure Alpha
Add SchemeGrowth of ₹1 Crore
Sincere - Fixed Income plus Fund
Wave - Pure Alpha
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%
−0.38%
6 Months
2.53%
6.45%
1 Year
6.47%
9.69%
3 Years
7.48%
—
5 Years
—
—
Since Inception
8.12%
13.06%
Fund Age
3 yrs 3 mo
2 yrs 5 mo
AUM
₹32.76 Cr
₹23.84 Cr
Alpha – 1 Year
−0.39%
4.97%
Alpha – 3 Years
−3.56%
—
Information Ratio – 3 Years
-0.35
—
Volatility – 1 Year
5.60%
20.03%
Volatility – 3 Years
5.15%
—
Beta – 1 Year
0.43
1.04
Beta – 3 Years
0.49
—
Sharpe Ratio – 1 Year
0.22
0.29
Sharpe Ratio – 3 Years
0.41
—
Worst Rolling Year
6.82%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−8.35%
−13.77%
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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%