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Sincere Syndication Fixed Income plus PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Sincere Syndication Fixed Income plus PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI ASSET investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 3.91%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Sincere Syndication Fixed Income plus PMS Strategy or Investment Approach - PMS Details

Strategy Name

Fixed Income plus

Start Date

25 May 2023

Category

MULTI ASSET

Benchmark

NSE Multi Asset Index 2

AUM (Rs.)

Rs.13.47 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Senthilkumar

1 Yr. Return

3.91%

3 Yr. Return

NA

5 Yr. Return

NA

Sincere Syndication Fixed Income plus Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

1 Yrs, 11 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Sincere Syndication Fixed Income plus PMS Strategy - Cost or Charges

Fixed Fees

1.75% of Fund Value

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

20.00% (Profit Share Over 9.00%)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Sincere Syndication Fixed Income plus PMS Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

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