Portfolio Management Services (PMS)Compare Schemes
Sincere - Fixed Income plus Fund vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Sincere - Fixed Income plus Fund
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.31%
0.30%
6 Months
2.53%
26.99%
1 Year
6.47%
26.29%
3 Years
7.48%
27.01%
5 Years
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Since Inception
8.12%
35.84%
Fund Age
3 yrs 3 mo
4 yrs 3 mo
AUM
₹32.76 Cr
₹521.91 Cr
Alpha – 1 Year
−0.39%
28.33%
Alpha – 3 Years
−3.56%
20.36%
Information Ratio – 3 Years
-0.35
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Volatility – 1 Year
5.60%
31.27%
Volatility – 3 Years
5.15%
25.96%
Beta – 1 Year
0.43
—
Beta – 3 Years
0.49
—
Sharpe Ratio – 1 Year
0.22
0.72
Sharpe Ratio – 3 Years
0.41
0.85
Worst Rolling Year
6.82%
27.02%
Value at Worst Rolling Year
₹1.07 Cr
₹1.27 Cr
Deepest Drawdown
−8.35%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.67%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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49
Portfolio P/E
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21.17
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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