Portfolio Management Services (PMS)Compare Schemes
Sincere - Fixed Income plus Fund vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Sincere - Fixed Income plus Fund
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
4.79%
6 Months
2.53%
13.10%
1 Year
6.47%
18.11%
3 Years
7.48%
14.56%
5 Years
—
8.71%
Since Inception
8.12%
13.67%
Fund Age
3 yrs 3 mo
11 yrs 2 mo
AUM
₹32.76 Cr
₹138.06 Cr
Alpha – 1 Year
−0.39%
18.46%
Alpha – 3 Years
−3.56%
5.57%
Information Ratio – 3 Years
-0.35
0.62
Volatility – 1 Year
5.60%
22.83%
Volatility – 3 Years
5.15%
16.72%
Beta – 1 Year
0.43
1.29
Beta – 3 Years
0.49
1.00
Sharpe Ratio – 1 Year
0.22
0.61
Sharpe Ratio – 3 Years
0.41
0.55
Worst Rolling Year
6.82%
-8.44%
Value at Worst Rolling Year
₹1.07 Cr
₹0.92 Cr
Deepest Drawdown
−8.35%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
7.67%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
Top 5 Holdings
—
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%